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How to Add a Lead Using Actions?

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Lets you add users who mentioned or replied to your Tweets as new leads in the CRM.


Follow these steps to add a lead:  
  1. Click Actions.
  2. Click Add Lead. You will be directed to the Add Lead window.

 
  1. The Twitter handle of the user by default is added as the Last Name .
  2. Enter the other details of the Lead record.
  3. Click Save

With this, you have successfully added a lead and created its lead record, which will be saved in the leads module.
 

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