How to Add a Social Media Step to a Play?

Overview

You may want to add a step to a Play for reps to contact prospects via Social Media and want to know how to do it.

Information

You can add a LinkedIn step to a Play for reps to reach out to contacts via LinkedIn.

Also, you can add Other step with a note for agents to reach out to contacts via another Social Media.

There is no dedicated step to contact prospects via Facebook Messages; this feature is logged as enhancement and will be considered for future releases.

<supportagent>

Legacy Enhancement Jira: CAD-7030 </supportagent>