The Social CRM feature allows you to build and manage detailed user profiles based on interactions across your communication channels. When you receive a comment or a message from a user, you can create a CRM profile for them to keep all relevant information organized in one place.
Accessing Social CRM
Navigate to the Social CRM tab to view and manage all user profiles.
Available Actions
Within this tab, you can perform several key actions:
Delete β Remove a user profile permanently.
Merge β Combine two duplicate profiles into a single profile.
View Creation Date β See when a CRM profile was created.
View Notes β View any internal notes about the user.
View Platform β Identify the platform the user originated from (e.g., Facebook, Instagram).
View User Tags β Check added user tags for better categorization and filtering.
Merge two profiles into one
If there are two profiles for the same person in NapoleonCat, e.g., one from Instagram and one from Facebook, you can easily merge them into one.
To merge two profiles into one:
Select the two profiles you want to merge and click the 'Merge' button.
Compare the information - the first two windows display data from the existing profiles, and the third window displays the merged profile being created.
Select the data you want to keep:
you can enter new information manually in the fields of the merged profile,
or click the square next to the information in one of the existing profiles β the system will then automatically transfer this data to the new, merged profile.
Click the 'Merge profiles' button to create the final profile.
Filtering and Searching
To help you manage large volumes of user data, the Social CRM offers:
Filtering by:
User tags
Social media platforms
Search by user name directly from the list.
Viewing a CRM Profile
Clicking on a user profile opens a detailed view with the following information:
Name
Email β Add or edit if available.
User Tags
Company β Add or edit if known.
Phone β Add or edit if available.
City β Add or edit if known.
Country β Add or edit if known.
Conversation History β View past interactions and access links to the related threads in your Inbox.
Notes β Review or add internal notes about the user.
Delete User β Remove the user profile directly from this view.
The Social CRM feature is designed to give you a centralized and organized view of your users, helping you personalize communication. With filtering, tagging, and note-taking capabilities, you can keep your customer data clean, relevant, and easy to navigate.
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