SearchالعربيةStart free trial
العربية

Start free trialBook a demo
Browse the documentation

Documentation

All appsHow the apps connectTeam workflowsCompare

Apps

HR ManagementRecruitment (ATS)Payroll & WPSTime & AttendanceAccounting & E-InvoicingCRM & Sales PipelineSales Orders & FulfilmentInventory, Purchasing & WarehousingProcurement & TendersConstruction & ContractingContracts & E-SignatureProducts & Online StorePoint of SaleRentalsSubscriptions & LicensingHelpdesk & TicketingSocial Media SuiteInfluencer Marketing & Campaign ROIProject ManagementActivities WorkspaceDocument ManagementPDF Tools & E-SignatureCorrespondence RegisterTeam Chat & CallsMeetings & VideoLearning & Certification (LMS)Asset ManagementFleet ManagementRecognition & GamificationContacts & PartnersNotification CentreReports & DashboardsInsights — Business Intelligence & AppsAI CopilotAI Agents & AutomationAI Diagram StudioWebsite BuilderISO Compliance Suite (Imtithal)App MarketplaceCustomer & Partner PortalSecurity, Access & Compliance

Sales Manager — Social guide

Know where every lead came from before you call it.

Answers for what the sales team does with a lead. Reads the leads Social captured — without changing how they are captured — and opens each one in CRM to see exactly where it came from.

What you will be able to do

  • Read the leads Social captured and who owns each one
  • Open a captured lead in CRM
  • See the form, rule, campaign and ad that brought it in

What this role can and cannot do

CanCannot
  • See where leads come from, every captured lead and its journey
  • See tracked links and their clicks
  • Open the leads in CRM
  • Add and change lead sources, send test leads, import lead files and send a lead to CRM again
  • Make and change tracked links

2 steps, each one carried out in the product on .

Read the leads Social captured #

Where Social » Leads

  1. Open your company's address in the browser — it looks like yourcompany.tarleaks.com.
  2. Type the e-mail address your administrator set up for you, then your password.
  3. You land on the app launcher: a grid of the apps your company uses.
  4. Click the Social Media tile.
  5. In the left menu, under Engage, click Leads.
  6. Read Where it is, CRM lead and Owner on each row.
Screenshot: Read the leads Social captured, Sales Manager view
The tiles across the top split the leads the same way the social team sees them.

You should see The same list the social team works from. There is no Send a test lead and no Import a lead file for you: how leads are captured is the social team's to change.

Watch out If a source keeps sending the wrong people, tell the social team which source and why. Changing a source is theirs to do.

Open the lead in CRM and see where it came from #

Where Social » Leads » a lead » Open in CRM

  1. On Leads, click the In CRM tile.
  2. Open a lead.
  3. Press Open in CRM.
  4. On the CRM lead, read Where this lead came from.
  5. Press Show how it arrived, step by step if you want the whole journey.
Screenshot: Open the lead in CRM and see where it came from, Sales Manager view
Each line is one time the person reached you: the channel, the form or rule, the campaign and the ad, with First touch and Latest touch marked.

You should see Every capture that reached this lead is listed, so a person who got in touch twice shows both times — and nobody has to ask marketing where a lead came from.

Watch out A lead somebody typed into CRM by hand has no such panel — only captured leads do.

Worth knowing The same panel is on the lead when you open it straight from CRM » Leads.

You read the captured leads; you do not change how they are captured. A source that sends the wrong people, or a form that asks the wrong questions, is a conversation with the social team, not a setting on your side.

All social role guides

Last updated