Additional settings apply to all channels at once.
1. Save messages to the lead, contact, and deal events feed
Media and documents will come as links that open in a new tab.
2. The numbers within your CRM that are written with an 8 are considered as beginning with a +7
We can only send a message to a number beginning with +7. Turn this setting on so you don’t have to change 8 to +7 in your CRM numbers.
Turn this setting off only if you have customers from Asia.
3. Notify managers of all messages
If the setting is enabled, notifications will be sent to the responsible persons in CRM and in the general chat. Employees with the “manager” role will receive push notifications in the mobile app for all clients, including those for which managers are not responsible in CRM.
If the setting is disabled, notifications will be sent to the responsible persons in CRM. If there are no responsible ones — to the general chat. Employees with the “manager” role will receive push notifications in the mobile app only for those clients for which they are responsible in CRM.
4. Priority channel
This settings item is for employees who have access to more than one WhatsApp channel. Select which channel the message will leave from if the employee texts the client first.
If you lack the functionality of the built-in integration, you can refine it with the API.