How can I add someone as a CRM Lead?

How can I add someone as a CRM Lead?

if you've integrated your Zoho Social to your Zoho CRM account, you can go ahead and click on the +Add to CRM or automate the process by going to the Lead Generations tab in Setup.You can find the Add to CRM option in the Live Stream, Monitor tab columns, user popup, and Connections.

    • Related Articles

    • Lead Generation

      The key to generating leads is sharing interesting content, keeping your audience engaged, and listening carefully to what people are saying about your brand on social media, because that's where you will find a large number of your customers.   If ...

    • LinkedIn Lead Ads Integration

      LinkedIn Lead Ads are a great way to reach your marketing audience, increase your brand awareness, generate qualified leads, and filter out potential customers for your business.   With LinkedIn Lead Ads integration on  Zoho Social, 1. Pull-in and ...

    • Is it possible to create a Lead when someone likes a Facebook Page, not just a post or paid ad?

      It is currently not possible to create Leads and Contacts through Page Likes using the Social-CRM integration. However, you can add the interactions such as Post Likes/Comments as Leads or Contacts to your CRM account.

    • Why are my LinkedIn Lead Ads not syncing ever after reconnecting LinkedIn Page?

      Zoho Social takes about an hour to add in new leads to your lead account. We'd recommend you wait for the ads to be updated automatically or a new lead to be submitted for the Lead Ad status to refresh for your Lead Ads to sync.

    • Will people that I add as leads and contacts show up in reports?

      Yes. Whether you manually or automatically add someone as a Lead or a Contact, it'll show up in CRM reports under their respective columns. To track your Leads and Contacts: Go to Reports on the left-hand side panel, and select CRM under Standard ...