How do I see social media updates made from accounts configured in Social?
- Click the Social tab.
- Click the organization icon ().
All posts made by you on all accounts are displayed. You can select a particular account from the list of accounts displayed on the left.
Related Articles
How many social media accounts does Social let me add?
Currently there is no limit on the number of accounts that can be added to Social CRM. An organization may add any number of Facebook or Twitter accounts.
Setting up Social Tab
In order for you to start using Social tab, your Zoho CRM account must be configured with any or all of your organization's Facebook Pages or your Twitter handles. The configuration can be performed only by a user with Social Administrator ...
Setting Field Updates
The Field Update option helps you to automatically update certain field values in the records, when the associated workflow rule is triggered. Availability Permission Required Users with administrative profile can access this feature. To create field ...
Social Profiles
Social media integration with Zoho CRM gives the sales context to your interaction with customers. Following are the two ways in which you can make use of Social CRM. Personal social media interaction via social profile integration (detailed below). ...
Creating Accounts
In Zoho CRM, you can create accounts by: Entering data in the account details form: You can manually fill in the Account details gathered from various external sources. Importing Leads from external source: You can gather data through various sources ...