How do I link a Lead from a Tweet to a Lead record in the CRM?
Integrating Twitter with the Social module lets you link Twitter users who have mentioned or replied to your Tweets to a Lead record provided they exist as contacts or leads in the CRM.
Follow these steps to select and link a lead:- Log in to the CRM.
- Click Actions.
- Click Select Lead. You will be directed to the Select Lead window.
- The user (Lead) who Tweeted will be displayed if already available on your CRM contacts.
- Select the respective lead record.
With this, you have successfully linked a Twitter user to an existing CRM lead record in the CRM.