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How to Select a Lead Using Actions?

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Lets you link lead records of users who have mentioned or replied to your Tweets who are existing CRM Contacts.


Follow these steps to select and link a lead:
  1. Click Actions.
  2. Click Select Lead. You will be directed to the Select Lead window.
  3. The user (Lead) who Tweeted will be displayed if already available on your CRM contacts.
  4. Select the respective lead record. 

With this, you have successfully linked an existing CRM lead record with Twitter.
 

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