How do I create a deal from a Google My Business post or review?
Follow these steps to add or link records:
- Log in to your CRM account.
- Click the Main Menu.
- Go to Essentials > Conversations.
- Select Social. You will land on the Social module.
- Click Google under Posts or Reviews on the left-hand side.
- Select a post and click the Actions icon (three dots).
- Click Add Deal.
- Fill out all the mandatory details.
- The user’s name is automatically copied to the Deal Name field.
- The post or review content is automatically copied to the Description field.
- Click Save.
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