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Documentation/Communications

Communications

Communication is where you set up and send messages to leads across three channels — SMS, WhatsApp, and Email. Templates are built once in Admin, then selected and sent (with lead-specific details automatically filled in) from the CRM.

Channels

SMS
Import DLT-approved templates and send SMS to leads.
WhatsApp
Build Meta-approved templates and message leads on WhatsApp.
Email
Design rich HTML emails with a drag-and-drop editor.

Where Sent Messages Show Up

The CRM's Communications page is a unified log across all channels, filterable by Calls, Emails, WhatsApp, WhatsApp Bot, and SMS — each with its own relevant columns (e.g. Email shows Subject/Status/Template; WhatsApp shows Direction/Message/To; SMS shows Template/Status). Use it to search by lead name and review exactly what was sent, when, and by whom.

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