FAQs in this section
What is Vtiger Social's Twitter? How is Twitter with Vtiger Social? Who can access the Social module settings? What can you do on Vtiger Social’s Twitter? How to Use Twitter on Social? How to Authorize your Twitter account in the Social module? What are Vtiger Social Twitter’s sections? What is the My Tweets section? How to Post a Tweet? How to Reply to a Tweet? How to Retweet a Tweet? How to Quote Tweet (Share a Tweet)? How to Like a Tweet? How to View a User’s Profile on Twitter? How to View the Number of Retweets and Likes? What are Actions? How to Add a Contact Using Actions? How to Select a Contact Using Actions? How to Add a Lead Using Actions? How to Add a Deal Using Actions? How to Add a Case Using Actions? How to View Contacts, Leads, Deals, and Cases Using Actions? How to Delete a Tweet Using Actions? What is Mentions on Twitter? How to Reply on a Mention? How to Retweet a Mention? How to Quote Tweet a Mention? How to Like a Mention? What are Actions on Mentions? What is Scheduled on Twitter? How to Reschedule a Scheduled Tweet? How to Delete a Scheduled Tweet? How is the user’s name displayed? What is Search Streams? What is Simultaneously Adding Channels on Search Streams? What is Manage Accounts on Twitter? How to Add an Account? How to add multiple Twitter accounts on Twitter? How to Disconnect an account? How to Remove an account? What is Automation? What is Social Inbox?
How to Select a Lead Using Actions?
Table of Contents
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:
- 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 an existing CRM lead record with Twitter.
Was this FAQ helpful?
0 out of 0 found this helpful.
Be the first to comment