Description
CRM Whatsapp Integrations
Nowadays, WhatsApp is frequently used. Many communications take place on WhatsApp. Currently, in CBMS ODOO, there is no feature where you can send Opportunity/Lead details direct to customers WhatsApp. Our module will provide that feature. You can send Opportunity/Lead details direct or manually to the customer’s WhatsApp. You can track sent messages in chatter.
Related Modules
Features
- Display in Chatter Message – Easy to track send the message which is sent in WhatsApp.
- Easy to send Opportunity/Lead details to customer’s WhatsApp in a single click.
- Easy to send Opportunity/Lead to more than one customer Whatsapp in a single click.
In “User”, enable the “CRM Whatsapp Feature” option.
In CRM configuration Setting enable given options for whatsapp.
Set the signature in the message,
1) Go to Preferences.
2) Add Signature.
The user has one quick menu option to send a WhatsApp message to anyone. Users can easily send a message to anyone using that menu. This menu will be visible when the user has the SWQ group enable.
This page will open by clicking the WhatsApp Number menu and fill the detail and click send.
After clicking the send button you will see this WhatsApp confirmation page.
This is the output shown in the WhatsApp messenger.
In Lead you can send message on customer whatsapp direct, Just click ‘Whatsapp’ icon beside of mobile numbers.
After click on whatsapp icon this wizard will appear, where you can write message for customer. and click ‘Send’
After that whatsapp confirmation wizard will appear and click ‘Send’.
After that message sent to customers whatsapp.
You can tract that in chatter also.
In contact there is ‘Whatsapp’ icon which is placed beside of mobile number.
After click on icon you will see this wizard where you can write message. and click ‘Send’.
After click ‘Send’ Whatsapp confirmation page will appear. click ‘Send’.
After clicking send you will see output in whatsapp messanger like.
Press “Send By Whatsapp” button in the CRM form view.
After click on that button this wizard will appear, where you can edit message and send to whatsapp.
Version 15.0.4 | Released on : 2ndJune 2022
New
Send By Whatsapp Feature Added In CRM Form View.
Version 15.0.3 | Released on : 28th December 2021
Fixed
Minor Bug Fixed.
Version 15.0.2 | Released on : 25th December 2021
Fixed
Minor Bug Fixed.
Version 15.0.1 | Released on : 10 October 2021
Initial
Initial Release.
- Yes, this app works perfectly with CBMS Enterprise (CBMS.sh & Premise) as well as Community.
- Yes, This app is compatible with CBMS’s Multi-Company Feature.
- Please Contact Us at sales@mycbms.comto request customization.
- Yes, we provide free support for 100 days.
- Yes, you will get free update for lifetime.
- No, you don’t need to install addition libraries.
- Yes, You have to download module for each version (13,14,15) except in version 12 or lower.
- No, We do not provide any kind of exchange.
Multi-Languages
We have added predefined some languages(English, German / Deutsch, Arabic, Spanish / Espanol, French / Francais, Chinese) in module, If you want to add other language you can contact us on support@mycbms.com. We use google translator tools for multi-languages so possible translations can be not accurate. we accept suggest to make more accurate translations also on support@mycbms.com.
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