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How do I post a Tweet from the Social module in the CRM?

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Integrating Twitter with the Social module, you will be able to compose and post a Tweet directly from the CRM:

Follow these steps to compose and post a Tweet:
  1. Log in to your CRM account.
  2. Click the Main Menu.
  3. Go to Essentials.
  4. Look for Conversations.
  5. Select Social. You will be directed to the Social module.
  6. On the left-hand side, under Posts, click Twitter.
  7. Click the Compose Post icon. The New Post window opens.
  8. Enter the following information in the  New Post window:
    1. Post to - Select your Twitter account.
    2. Message - Enter your Tweet content.
    3. Upload media - Upload any (image, audio, video) files to be Tweeted. You can drop your files here or click Browse to upload files from your system.
    4. You can view the preview of your Tweet on the right-hand side of the New Post window.
  9. Click Post.

With this, you will have successfully posted a Tweet on Twitter. The My Tweets screen will display all the Tweets you post.

  • Plan and prepare your content before you create a Tweet.
  • Review content for grammar and punctuation before you post a Tweet.
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