Send a WhatsApp message
Pick a saved message with the customer's name filled in, and LeadCRM opens WhatsApp with it ready to send.
Send a message in seconds instead of typing it each time. LeadCRM fills in the customer's name and notes the message on the lead.
Send a message
- Step 1: On Today or on the lead, tap WhatsApp.
- Step 2: Under Saved message, pick one, such as Thanks for your enquiry, or pick Blank message.
- Step 3: Read the message. The customer's name, your name and your business name are already filled in. Change anything you like.
- Step 4: Tap Open WhatsApp.
- Step 5: WhatsApp opens the customer's chat with your message typed in. Press send in WhatsApp.
What gets noted
When you tap Open WhatsApp, the message is added to the lead's history and counts as contact. If the lead is in the first stage, it moves to the next one. This happens even if you then decide not to send it in WhatsApp, so only tap Open WhatsApp when you mean to send.
Didn't send it after all? In the lead's history, tap ⋯ next to the WhatsApp entry, then Delete. You can delete your own for 24 hours; owners and admins can delete any. The entry no longer counts as contact, but the lead stays in its new stage. WhatsApp entries can't be edited.
On a computer, use the WhatsApp tab in the box above the lead's history. It opens WhatsApp Web or the WhatsApp app on your computer.
Your saved messages
Every business starts with three: Thanks for your enquiry, Brochure and price list and Missed your call. Owners and admins can change them or add more in Settings → Pipeline → WhatsApp templates. See WhatsApp templates.
The WhatsApp button only works when the lead has a mobile number. If WhatsApp doesn't open, see WhatsApp not opening.
Last checked 3 November 2026