Vishal Dake

Template not picking up the Name while sending the WhatsApp msg

During creation of template to send WhatsApp message to individuals or campaign, selecting "lead" Module & picking up name field from the Target Module. lead name, Still while sending it is not picking up the name, team pls guide on the same

New comment Mar '24

2 likes • Mar '24

@Rajesh Agrawal Welcome Sir.

Preet Jivani

Feb '24 •

Cannot Edit Opportunity

I am trying to edit the opportunity but error message shows something went wrong. Please provide solution. URL: https://hks.sangamcrm.com/

0 likes • Feb '24

Hi @Preet Jivani @Akshay Kale - Yes, there were some technical issue. This has been resolved by our team. Please check this and let me know if you still facing this issue.

Maulik Nathani

Feb '24 •

showing Error

Hello Team, When we edit opportunity showing attached error.

Campaign Phase 3 (Documentation)

1 like • Feb '24

@Maulik Nathani - I hope this issue is resolved now. There were some issue which is rectify by our team.

Aakanksha Singh

Feb '24 •

Sangam CRM Release Note

The campaign module just got an upgrade! New features in v74.1.08 and onwards: - Save drafts: Don't lose your campaign inspiration! - Test campaigns: Run a practice round before launch. - Multi-tag: Apply multiple tags with ease. - Preview templates: See how your campaign will look. - Data visualization: Check campaign performance before launch. Get creative and explore the possibilities!

1 like • Feb '24

@Rahul Rafaliya In this scenario, it is advisable to design three distinct marketing campaigns since the products vary, and each one has a different subscription period. Additionally, it would be more effective to notify customers about the impending expiration of their product warranty within a specific timeframe rather than sending all notifications at once. This tailored approach ensures a more personalized and strategic communication strategy for each product. Furthermore, to streamline the notification process for above mentioned usescase, I recommend utilizing the workflow mechanism in Sangam CRM. Leveraging this feature allows for real-time messaging to customers, and if you have a Gallabox subscription, you can even send WhatsApp messages for a more immediate and interactive communication experience.

1 like • Feb '24

@Rahul Rafaliya In this case campaign won't help you. You should set workflow and it will send notification to customer acoordingly to condition.

Divyesh Doshi

Jul '23 •

Single Sign-on Configuration with Microsoft 365

We are using Microsoft 365 for Unified Communication solution. We would like to use Microsoft Azure Active directory as single sign-on for CRM so our user does not required to remember multiple passwords and MFA can also be implemented. is it possible to do so ?

0 likes • Aug '23

@Divyesh Doshi Sir, We are releasing SSO integration for web in Septermber month and for mobile application we will release the same in Nov Month.