1. How can you send bulk WhatsApp messages using the application?

To send bulk WhatsApp messages with Lead Manager Ninja, commence by accessing the list view of the object (e.g., leads) inside Salesforce. You may filter and choose the relevant leads, designate the proper sender ID (phone number), and then either compose a message or use a predetermined template. Ultimately, you choose "Send" to promptly dispatch the bulk communications. You also have an option to select a future date and time in case you wish to schedule the messages at a later time.

2. What steps should be followed to apply filters on a list view for leads with valid phone numbers?

Here are few simple steps that you need to follow to apply filters for leads with valid phone numbers -

• Apply a custom filter where "Phone does not equal null" to display only the leads with valid phone numbers.
• Click "Save" to filter out the relevant leads.

3. How to select or remove records before sending bulk WhatsApp messages?

After applying the filters, you can simply select all the leads at once and manually remove any particular lead that you don’t wish to include before sending the bulk messages.

4. How do you choose the WhatsApp channel and sender IDs for sending messages?

If you are using multiple phone numbers for your business, then you can choose the sender ID (number) you want to use. This is done by clicking on the "From" dropdown and choosing the appropriate phone number for sending the messages.

5. What is the process of using templates for bulk WhatsApp messages?

You need to use a pre-approved template to send bulk messages on the WhatsApp channel. You can create a template by navigating to the “SMS Templates” tab. You need to choose your desired template with or without merge fields.

6. How can you send WhatsApp messages instantly after selecting a template?

When you have finished typing the message or selecting a prepared template, all you need to do is click the "Send" button in order to send the WhatsApp messages immediately.