Help Center Category
WhatsApp and social inbox
This section explains WhatsApp, Meta inbox, and channel-specific behavior in the shared communication workflow.
Articles in this section
How WhatsApp conversations should be handled inside CRM
WhatsApp is often the fastest-moving channel in sales teams, but it becomes chaotic when handled only from personal devices. Inside PageCRM, the goal is to retain the speed of WhatsApp while keeping shared visibility and ownership.
What teams should expect from Meta and social conversations
Social conversations are usually shorter, noisier, and more repetitive than email. That makes fast triage and ownership even more important. The value of CRM is not just storing the message. The value is knowing whether the conversation led to a contact, follow-up, or opportunity.
Frequently asked questions
Does the help center cover WhatsApp, social inbox, products, and documents too?
Yes. It now covers WhatsApp and social inbox handling, product and quotation workflows, integrations, automation, admin controls, and troubleshooting patterns in addition to email and mobile guidance.