FAQs in this section
How does Facebook, twitter and Linked in field work ?
What is Vtiger Social?
In which editions is Vtiger Social available?
How do I log in to my Facebook account using Social?
What is a comment stream in Vtiger Social used for?
How do I create a comment stream in Vtiger Social?
How do I link a lead from Social's Facebook account?
How do I add a contact from Social's Facebook account?
How do I delete a post?
What is the Social Inbox?
Can I filter activities on my Social Inbox?
How do I add an account to Social?
How do I disconnect an account to Social?
How do I remove an account from Social?
What type of automation does Social allow?
Why do we need automation rules in Vtiger Social?
What is Google My Business?
How is Google My Business related to Vtiger CRM?
What is the use of Google My Business with Vtiger Social?
Which platforms does Vtiger Social support?
How do I log in to Google My Business?
How do I create a Google My Business (GMB) post?
How do I schedule a Facebook post using Social?
Can I post to multiple social media accounts from Vtiger Social?
Can I edit a post after publishing it using Social?
Can I schedule a post on Google My Business (GMB) using Social?
Can I schedule a post on Facebook and Google My Business (GMB) at the same time?
Can I post on multiple channels from the Social module?
How do I reschedule a GMB post?
What can I do using Vtiger Social?
How do I create and publish a post on Facebook using Social?
How do I delete a scheduled post from Social?
Can I like Facebook posts or comments from Social?
How do I reply to Facebook comments from Social?
What are the steps to add or link records from Social's Facebook?
How do I reschedule a post using Social?
How do I add a lead from Social's Facebook account?
How do I link a contact from Social?
How do I create a case from Social?
How do I create a deal from a Google My Business post or review?
Where can I see the questions that users leave on my Google My Business page?
Can I add FAQ to Google My Business?

In what situations should I use the record creation options on Social?

You can create contact, lead, and case records from the Social module’s All Posts, Mentions, and Comments sections.

In what situations will you create records?
  • When a Facebook user posts on your wall or comments on your posts, you can create contact records out of the user details
  • You can also link the users to existing contacts in the CRM. By doing this, you can identify whether the Facebook users are your contacts or leads stored in the CRM.
  • You can tell apart existing leads or contacts from new ones in case they have the same names by using the CRM lead or contact records.
  • If the users leave complaints in the posts or comments, you can even create case records from them.
To know more about it, click here.
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