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How do I link a contact from Social?

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Follow these steps to link a contact:
  1. Log in to the CRM.
  2. Click the Main Menu.
  3. Go to Essentials > Conversations.
  4. Select Social. You will land on the Social module.
  5. Click Facebook or Google under Posts on the left-hand side.
  6. Click the Actions icon (three dots) under a post.
  7. Click Select Contact.
  8. Select a contact/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.
To know more about Social, click here.
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