Follow these steps to link a contact:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials > Conversations.
- Select Social. You will land on the Social module.
- 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/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.