How to Add a Lead on Instagram?

Lets you add users who commented or replied to your posts 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.

 

3. In the Add Lead Window:

1. The Instagram handle of the user by default is added as the Last Name.
2. Enter the other new Lead’s details for the Lead record such as user’s:

• Lead Name
• Organization Name
• Location
• Lead Type
• Assigned To
• Parent Lead
• Lead Share
• Contact Number
• Email

      Note: The ‘Add Lead’ window fields are customizable and hence may vary.

4. Click Save.

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