Setup of whatsapp tool to contact your customers

ZOHO CRM training - Administrator

Use of this training

The WOZTELL administrator is the person responsible for:
  1. Proper performance of the solution within your CRM.
  2. Necessary adjustments and updates to, over time, adapt WOZTELL to your company's' usage.
  3. Transmitting best practices to users in your organization by means of regular training and usage audits.
This task can be carried out by a WOZTELL and ZOHO specialist within the organization or subcontracted as a service to a specialized company.
If you want us to connect you with a company specialized in WOZTELL and ZOHO, contact our presales team at our WhatsApp.
The objective of the training included below is to teach you to manage WOZTELL's features and settings. To access the user's training content on "4 advantages of using WhatsApp for sales teams", you can do so with this other link.

Index

00:00 Introduction
00:10 Checking ZOHO CRM installed settings
01:52 Training index
03:00 User configuration
04:40 WhatsApp Channels
07:28 Rename the Channel
08:17 Manage unknown numbers
09:56 Manage Spam
11:05 Block bulk messages for a client
11:55 WhatsApp's "message sending" command
13:20 Example of sending from the computer to the client
14:55 Example of sending from a cell phone to the client

16:17 - Example of sending an image from the computer to the client
17:26 - 24h window: Use of WhatsApp templates
18:56 - Status of a sent message: Sent - Delivered - Read
19:40 - Allowed channels: "No WhatsApp channel"
20:19 - Storage of logs of a message
22:29 - Related view and history of WhatsApp
23:34 - Sending batches of messages
26:20 - Free text sending outside the 24h Window
27:27 - Programming messages through Campaigns
30:03 - WOZTELL version update
​30:40 - Automation of shipments in ZOHO: WorkFlows and Webhooks

Video