Free checklist

The Number Migration Checklist: Move Your Sales Line to a CRM Without Losing History

Move the number your KL customers already have onto the WhatsApp Business Platform in the right order, with your chat history backed up first.

  • A number audit sheet: mobile, 03 landline or virtual, who holds it, 2-step PIN
  • The backup steps to do before any account is deleted, and when to choose coexistence or full migration
  • Phase-by-phase ticks for Meta business verification (SSM documents), registration and the shared inbox

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The Number Migration Checklist: Move Your Sales Line to a CRM Without Losing History — cover

What's inside

  • A number audit sheet: mobile, 03 landline or virtual, who holds it, 2-step PIN
  • The backup steps to do before any account is deleted, and when to choose coexistence or full migration
  • Phase-by-phase ticks for Meta business verification (SSM documents), registration and the shared inbox
  • Customer notice messages in Malay, English and Chinese
  • A pre-launch test and a common-errors table, with an illustrative Cheras renovation company timeline

Who this is for

Owners and office managers of Kuala Lumpur and Klang Valley businesses whose sales number lives on one phone and is about to move into a shared CRM inbox.

Made by the team behind Yalla — the chat-native CRM where the AI does the work, not just the talking.

The Number Migration Checklist: Move Your Sales Line to a CRM Without Losing History