Add a social media service
To manually add social media accounts for prospects and once confirmed, have the social media icon appear below the prospect's profile picture, you can add social media services. If you subscribe to the Social Media Finder service, you do not need to manually add a social media service. Whenever a new service returns from a WealthPoint screen, we automatically add the new social media service for you.
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1.
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From Prospects, under Configuration, click Social media services. The Social Media Services page appears. |
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2.
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Click Add. The Add a social media service screen appears. |
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Enter the name of the social media or social networking service. |
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To include an icon for the service, click Choose file and select an image from your computer. |
Note: Icons should be 16 pixels by 16 pixels.
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Click Save. You return to the Social Media Services page. By default, the new service is active. |