How to use CRM and campaigns

1. Enable CRM and open a customer profile to record the next follow-up, or create a deal and move it through the pipeline.
2. Create a segment and review its recipients. Record valid marketing consent before scheduling a campaign; respect opt-outs and STOP requests.
3. Review campaign results and failed deliveries before retrying. WhatsApp needs your connected account and an approved template outside the reply window; provider charges are separate.

Screens and tasks