How to add a lead from a Tweet using Actions?
Integrating your Twitter account with the Vtiger Social module lets you add users who mentioned you in a Tweet or replied to your Tweet as new leads in the CRM.
Follow these steps to add a lead from a Tweet: - Log in to the CRM.
- Click Actions.
- Click Add Lead. You will be directed to the Add Lead window.
- The Twitter handle of the user by default is added as the Last Name .
- Enter the other details of the Lead record.
- Click Save.
With this, you have successfully added a lead and created its lead record, which will be saved in the leads module.