How To set up WhatsApp notification as a follow up reminder

WhatsApp Follow-Up Reminder:

The Follow-Up Reminder feature in HelloLeads CRM, integrated with WATI, ensures you never miss an important customer interaction. Automate reminders for crucial follow-ups to keep your sales process seamless, organized, and timely.

How It Works:

Whenever a follow-up is set for a lead or customer, HelloLeads will send the notification to the user assigned to that Lead through WhatsApp within 10 of the time of followup to remind him / her about the follow-up.

How to do:

Step 1:

Configure your WATI Secret Key and Client ID in the CRM. Create and manage HelloLeads templates in the "Hello-WhatsApp" section within HelloLeads CRM.

Step 2:

Click on the On-time follow-up reminder feature in the WATI integration within HelloLeads CRM.

Step 3:

Enable the checkbox, select your preferred birthday template, and click Save. WhatsApp notification for follow-up reminder has been set successfully.

Now, the WhatsApp notification for a follow-up reminder has been set successfully.

Step 4:

Set the next follow-up date for the Follow-Up Reminder when adding or updating each lead. This ensures timely follow-ups for a seamless sales process.