Follow these steps to create a case:
- 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 Add Case.
- Enter the desired case information. The fields below are auto-filled:
- Case Title is picked from the Facebook user profile name.
- Summary is picked from the comment or post text.
- Click Save.
To know more about Social with Facebook, click here
To know more about Social with Google My Business, click here