LeadTable Portal

Marius Albrecht

Fabian Soldner

Guides and information on the new WhatsApp Business module

WhatsApp Business module

This short guide covers the key features of our new “WhatsApp Business module” and answers the questions that come up most.

WhatsApp Business module: onboarding guide

This article walks you all the way through onboarding in the WhatsApp Business Manager

First WhatsApp Business onboarding

How to build templates in LeadTable, assign them to your client accounts, and put them to work in automations once Meta approves them.

WhatsApp Business templates

Inspiration for your own WhatsApp templates.

Example WhatsApp templates

How to respond when Meta blocks your account, and how to make sure it doesn’t happen again.

My WhatsApp account has been blocked. What now?

How to chat with your leads over WhatsApp directly, and what you need to know about the 24-hour window.

Chatting with leads: the inbox and Meta’s rules

General guides and pointers for the WhatsApp add-on

General guides & notes

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A quick lap of the product so you know where everything lives.

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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