Integrating social media profiles into CIM is a useful way to improve how you manage contacts. This feature helps you stay updated and connected with your contacts, adding valuable social media insights to your CRM data.
The version required for Social Media Profiles is API 1.3.2504.1102 and the DB25M06. Please visit the Support Site for installation instructions.
- Cross-Referencing Data: This integration lets you easily compare social media data with CRM information, providing a complete view of your contacts. Stay updated on their latest activities to improve your engagement and relationship management.
- Streamlined Workflow: Accessing social media profiles directly from CIM saves time by removing the need to search for them separately.
- Enhanced Contact Insights: By integrating social media profiles, you gain useful insights into your contacts' interests and networks, allowing you to better tailor your interactions and communications.
Adding Social Media Links
Social media accounts can be added when creating a new Person Contact.
To add social media links to contacts already in your database:
- Navigate to the Contact Details page in CIM.
- Click on the Edit
button on the Contact Details page. Click Edit Firm Contact.
- Input the URLs for LinkedIn, Instagram, Facebook, and X.
- Click Save.
Editing Social Media Links
If you need to update or change a social media link:
- Click on the Edit button on the Contact Details page. Click Edit Firm Contact.
- Make the necessary changes.
- Click Save to ensure you have the most current information.
Viewing Social Media Links
Once added, you can view these links directly from the Contact Details page. Clicking on any of the social media icons will take you to the respective profile, allowing you to quickly access and review your contact's social media presence.