Where can I see my Twitter Direct Messages in the Social tab?
The direct messages are also classified based on the CRM categories – customers, potential contacts, leads/contacts, unknown people. They are displayed based on the time when they were sent. Scroll down in the respective CRM streams to find them.
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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 ...
Working with the Social Tab
Integrating your CRM account with Social media, fosters communication with customers through social media that ensures real time data exchanges. While social media platforms offer you the opportunity to connect with several people, you need a CRM to ...
Can I restrict my sales reps' to tweet from the Zoho CRM org account ?
Yes, as an administrator you can grant or revoke permission of other users based on the type of activities you want them to perform. In CRM, there are three types of permissions that are available for a profile, based on which a user can perform ...
Why am I not able to view the Social tab?
The Social tab can be viewed and accessed only if the Social tab permission is enabled for your profile. The permission can be enabled by the CRM administrator only. There are 2 places in CRM from where the social admin permission can be enabled: ...
FAQs on Social
1. Why am I unable to view the Social tab? It may be so because your administrator has not granted the Module level permission for your profile. Request your administrator to do the following: Click Setup > Users & Permissions > Profiles Click the ...