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How to Add a Lead on Instagram?

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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.

 
  1. 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.
  1. Click Save.
With this, you have successfully added a lead and created its lead record, which will be saved in the leads module.

 
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