WhatsApp Media Retention: Auto-Save to CRM for 1 Year

New feature: WhatsApp Media Retention now automatically stores WhatsApp files in the CRM for up to 1 year, with an option for additional manual saving. In this tutorial, learn how to use it and keep critical media organized.

How it works: Open a WhatsApp conversation in Contacts or Conversations, click the three-dot icon under any media attachment, select Add to Documents, and the file saves instantly to the contact's Documents. Benefits include improved data retention, centralized file storage, and easier cross-channel reference for follow-ups across Email, SMS, and WhatsApp.

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Видео WhatsApp Media Retention: Auto-Save to CRM for 1 Year канала Pinnacle Ai