Social Media Accounts

On the wealth and ratings record, Social Summary tab, the Social media accounts section enables you to track your prospect's profiles on social media services.

  • Only manually added and confirmed social media accounts appear as icons below the profile picture on the wealth and ratings record

  • The links in the list are clickable. For example, select a social media service link in the URL column to open the social media account in a new browser tab.

    Tip: Facebook and other account links work better if you log in to Facebook first. We recommend you log in to Facebook before you select social media icons or URLs on a wealth and ratings record.

  • To confirm the social media account is your prospect's, use the URL and match code description to determine if the data from PeopleGraph is accurate.

  • To remove the confirmed or rejected status from a social media account, select the double arrows for the record's row in the list and select Clear status.

To add a new account, from the Social Summary tab of a wealth and ratings record, in the Social media accounts section, select Add.

To edit an existing account, from the Social Summary tab of a wealth and ratings record, in the Social media accounts section, select the down arrows for the account you want to update, and select Edit.

  1. Select the social media service for the account. If the service you want doesn't appear in the dropdown, you need to add it in Prospects, Configuration first.

  2. For Twitter, enter in the prospect's Twitter account name. For all other services, enter the full URL to the prospect's social media account.

  3. Enter in the User ID for the social media service. Often, the ID is a portion of the account's URL. For example, if the Facebook URL for Mark Zuckerberg is https://www.facebook.com/zuck, the portion of the URL that is his ID is "zuck."

    For some social media services, the User ID will auto populate based on the URL.

  4. If known, select the account type and information source. You can add new account types and information sources on the fly. If this record is for information purposes and the prospect requests not to be contacted through the social media service, select the checkbox.

  5. Before you navigate away, we recommend you test the account's link. Select Test page. A new browser tab appears for you to confirm the link works and the profile matches your prospect.

  6. Select Save.

    If you edit information for an account that returned from a wealth screening, your edits are not overwritten the next time you run a wealth screening.