Tuesday, March 25, 2014

ZOHO 101: Linking a Contact's Social Media Account


An easy way to get better acquainted with your contacts is to stalk them on social media… and Zoho CRM makes this so easy for you to do. (kidding about the stalking part ;o)

HERE'S HOW:
Bring up a contact in Zoho CRM and click on any of the social media icons (LinkedIn, Facebook or Twitter) under your contact's profile picture (or profile picture placeholder).

Zoho CRM will automatically search the selected Social media for accounts matching your Contact's name and present you with choices.  When you find the correct one, click Associate.

Now when you click that social media icon you'll see your contact's social media page, with an option to Disassociate (you know, when you're tired of stalking).

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