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Facebook CRM

Works on:

The Facebook CRM tab is where you manage your primary Facebook Maker leads directly from the dashboard.

Managing Your Facebook Leads​

  1. Accessing the CRM
    • Click Facebook CRM in the left sidebar to view all your stored Facebook conversations in a clean table format.
  2. Reviewing the Table Data
    • From this view, you can see the lead's Name, their Image, a direct link to the Messenger chat, their assigned Folder, the Last Message sent/received, and the Date it was added.
    • Filtering & Sorting: You can filter the CRM using a specific date range, filter by "last updated date" using the Recent Leads button, and even alphabetically sort the list by clicking the column headers.
  3. Taking Quick Actions
    • The "Action" column at the end of the table contains quick buttons. You can immediately access the lead's profile, jump straight into the live Messenger chat to continue the conversation, or delete the record.
    • Tip: Clicking the Messenger link opens the chat with full context intact, ready for you to resume exactly where you left off.
  4. Data Exports
    • Above the CRM table, you'll find buttons to securely Export as CSV or Export to Google Sheet.

Next Steps: Learn how to manage leads from other platforms in the Instagram CRM.