How CRM Works with WhatsApp and Enterprise Mail
Audience: front-end end users
With Enterprise Mail
When you create a send in Mail promotion, you must choose mailbox_account_id (the sending mailbox account). Accounts come from Enterprise Mail. If the list is empty, the UI asks you to create an account in Enterprise Mail first.
| Capability | Module |
|---|---|
| Mail service, mailbox accounts, send and receive | Enterprise Mail |
| Choose an account to send promotion mail and check send status | Promotion → Mail promotion |
See [Enterprise Email Overview].
With WhatsApp
In the sidebar, WhatsApp and Promotion are sibling groups. Phone and social details in Promotion do not automatically connect to WhatsApp hosted sessions. For WhatsApp hosting and pairing, see [WhatsAppOverview of Custody Services]
Resource quota (extra)
Some environments provide a “resource quota” entry in the fixed menu (mail promotion quota, tokens, sandbox balance, and similar). It affects available capacity. It is not a submenu under Promotion. When quota is low, follow the UI to order or top up.