Hi there. Can we update and put the details on the CAC sheet/monitoring sheet first before creating the WhatsApp group? There are instances that groups were created however, the leads were not listed on the CAC sheet. We cannot check the lead’s details such as salutation, timezone and email ID.
Also, there is an instance that the last name of the lead on WhatsApp group name was misspelled. So please make sure to check the correct spelling before naming the group because we are using the last name to search for the specific group when sending follow-ups.
There is also an instance that the name mentioned on the initial message was not the correct name of the lead (sent by the creator of the group). We (PAs) are using the same name and salutation used and mentioned on the initial message sent so please make sure to double check the name. (we cannot check the correct salutation and name if it’s not yet listed on our CAC sheet).