FAQs on Email | Online Help - Zoho CRM

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:

  1. Click Setup > Users & Permissions Profiles
  2. Click the required profile.
  3. Under Module Level Permissions for the selected profile, select the Social check box.
  4. Click Save.


2. Why doesn't the Social Integration work for me?

It may be so because your administrator has not granted your profile the required permissions. Request your administrator to do the following:

  1. Click Setup > Users & Permissions Profiles
  2. Click the required profile.
  3. Under Apps Permissions for the selected profile, select the Social Integration check box.
  4. Click Save.


3. 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.



4. 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 the respective CRM streams to find them.

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