Let's consider an example - to write first from Bitrix24 in WhatsApp to the user from the created deal:
1. In the deal/lead card, go to ChatApp:
2. If the client displays a messenger (WhatsApp), then the button will be active - go to WhatsApp:
3. Click "Reply" and be the first to start a dialogue:
Send file to user
Let's consider an example, send the “Report” file to the user from the transaction in WhatsApp:
- In the entity (lead, deal, contact), go to the ChatApp section
- Select the messenger (whatsapp) to send the message to
- In the dialog with the user, select attach a file - Select on computer / Select on disk (after downloading the file it will be automatically sent to the user) - paste the file:
Send picture to user
- In the dialog with the user, select attach a file - Select on computer / Select on My Drive (after downloading the file it will be automatically sent to the user) - insert a picture:
Start User Username Conversation
Use the Messenger field by choosing the type - Telegram.
Go to the ChatApp tab in which click on the Telegram icon.