Follow these steps to link a contact:
- Log in to the CRM.
- Click the main Menu.
- Go to Marketing > Campaigns.
- Select Social. The Social module page opens.
- Click Facebook or Google under Posts on the left-hand side.
- Click the Actions icon (three dots) under a post.
- Click Select Contact.
- Select a Contact or Lead record by clicking on it.
The next time you click the
Actions icon on the comment or post from Social, you will see the
View Contact option. By clicking it, you can view the contact record.
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