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How do I create a deal from a Google My Business post or review?

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Follow these steps to add or link records:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials > Conversations.
  4. Select Social. You will land on the Social module.
  5. Click Google under Posts or Reviews on the left-hand side.
  6. Select a post and click the Actions icon (three dots).
  7. Click Add Deal.
  8. 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.
  9. Click Save.
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