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How to Use WhatsApp Templates in Housing Market CRM

Tutorial 80 of 181 · 44 s

Open the product

WhatsApp templates in Housing Market CRM, part of the Pro plan, keep the messages you send twenty times a week — viewing reminders, new listing alerts — written once, in each language you work in. This tutorial opens WhatsApp templates, starts from one of the ready-made templates, previews it filled in for a real contact, saves it, and shows how to open WhatsApp on your phone with the text already there.

In this tutorial you will learn

  • Where your message templates live
  • How to start from a ready-made template
  • How a template is previewed for one contact
  • How to send it from your phone

Follow along: the steps

  1. Open your Housing Market CRM account.
  2. Click WhatsApp templates in the left menu.
  3. Start from the viewing reminder.
  4. Write it in every language you actually work in.
  5. Preview against a real contact — that is how you catch a clumsy placeholder.
  6. Then Save template.
  7. The CRM hands your phone the text. The conversation stays in your WhatsApp.
  8. A reminder is two lines: the address, and the time.
  9. A reminder in the wrong language reads as a mistake, not a courtesy.