This article explains how the Sales Intelligence lets you find a social profile for an executive. It outlines the steps to pair a social profile for an executive.
The Not the right social profile? button also allows you to resolve incorrect social profile matches by letting you select the correct match from a list of social profile matches in the database.
Step | Description | Details |
---|---|---|
1 | Go to Contact Detail page | In both the CRM and Web view, search for a person to open the Contact Detail page. You can also select a contact in the People tab to open this page.
Click the Not the right social profile? button to find social profiles that match with that person's name. |
2 | Select the right profile | If there is no social profile selected for a person, then you can select a profile from the search results and map it to that contact.
If you think the social profile of a contact is matched incorrectly, then identify the correct social profile in the search results and click the Select link as illustrated: Click Done. |