Not planned

Leads - add social media links feature

I've noticed that Insightly only crawls for Contacts social media profiles, and not for Leads. It's much more helpful if I have multiple ways to contact a lead than it does for someone I've already established contact with.

If you would, please add this feature to the leads tab...or let me know that the feature is actually available and I simply just haven't activated it ;)

Thank You!

Vince

24

Comments

26 comments
  • I vote yes for this also!

    4
    Comment actions Permalink
  • This would be a very useful feature. Seems like a no brainer.

    Just be careful with how much you trust those links. We have found some issues in the past with bad social URLs being brought in and bad photos being used. I only caught them because I knew the people, and knew they were wrong. So for us, we don't trust those links, and only use them as a possible other ways to say hello. Other people have also seem the same issue. It is great feature... just be cautious when using the data you are given.

    3
    Comment actions Permalink
  • Thanks Jeff! Appreciate the heads up on that. Will be sure to keep an eye out for bad URLs.

    0
    Comment actions Permalink
  • This is true on any of the apps that link to Social Media. It is a suggestion, not a Bible.

    0
    Comment actions Permalink
  • Please add this feature, this would be a great benefit when working with leads.

    1
    Comment actions Permalink
  • Thank you all for your feedback on this. This is great information for us to have on ways to improve our Leads.

    1
    Comment actions Permalink
  • This is SO DISAPPOINTING! You have social on contacts but not on leads???? Seems so illogical. How fast can you get this fixed?????

    I spent all that time converting contacts to leads only to find that the social feature doesn't work. How can that be?

    1
    Comment actions Permalink
  • OK....if I want to upload a photo of my lead, is that possible???

     

    Suzi

    0
    Comment actions Permalink
  • Hi Suzi-

    The steps to change or add a photo for a Lead are the same steps to add an image to a Contact or to add a Profile photo. You can review the steps here.

    0
    Comment actions Permalink
  • I would like to upvote this feature.... having social media associations to leads is very important!

    0
    Comment actions Permalink
  • Any update on this? I think this function is more important for leads than for contacts 

    WHY? Well.. once a lead is converted, usually you already contacted the user, so you already know WHO the user IS

    At the LEAD stage you find those social links very useful to make some primary investigation about the person and try to figure out how to contact him/her and it becomes a valuable tool to QUALIFY the LEAD or even to convert a lead in a valuable opportunity.

    Did I convince you, mr Insightly? :) 

    1
    Comment actions Permalink
  • Hi Alessandro,

    Great message! :)

    This isn't currently on our roadmap; but a workaround some users have been using is manually adding a social media link under a Custom Field.

    0
    Comment actions Permalink
  • Do you mean... adding manually the links to the different social media? This means that I have to search the name on facebook, twitter, etc ?

    This doesn't seem to be very useful.... the cool option about this feature that you offer for contacts is that it automatically suggest all the available social profiles... this means, saving time , avoiding performing multiple searches for each new lead...

    I would say it should be definitely be on your roadmap! IMHO! And it's not a difficult part of code to do, since it's already working for contacts ...based on my personal experience, it can be done very quickly! 

    Saludos

    1
    Comment actions Permalink
  • This would be very helpful, a vote here...

    0
    Comment actions Permalink
  • Much needed feature!  Seems like a no-brainier....i need to know MORE about a lead and their social media links so I can turn them in to an opp/contact?

     

    +100 votes here!

     

     

    0
    Comment actions Permalink
  • This is has been a frustration of mine. I agree that social media crawl for leads and organizations is extremely important in todays CRM world. Please deliver soon! Thank you.

     

    0
    Comment actions Permalink
  • A year later and social media profiles STILL aren't part of Leads? I'm FLOORED that this wasn't implemented as a priority. Very disappointing! 

    1
    Comment actions Permalink
  • I too agree that this should be made part of Leads' profiles. I was actually directed here today by a support team member when I asked the question, so hopefully they are close to making this part of the roadmap.

    0
    Comment actions Permalink
  • Would be very helpful to have this on the roadmap! It works out of the box in Prosper Works --all social links are added based on the Lead's email address, FB, Twitter, LinkedIn and more. Also, displaying the Leads photo would be helpful as well.Thank you.

    0
    Comment actions Permalink
  • I also would like this but think it should be a option to add to opportunities and projects.

     

    I use insightly in a non conventional way  Leads(cold) -Contacts(warm)-Opportunites(people i met may do business) Projects (Clients)

    So having a social media option on all stages would be fantastic for my business

    0
    Comment actions Permalink
  • I too would like to see the Social Media links added to Leads. I find many of my prospects on Facebook and LinkedIn, so at the time I capture the lead, that link may be all that I have. Yes, custom fields are a work around...but they do not transfer when a lead is converted to a Contact. Please add this to your roadmap Nora.

    0
    Comment actions Permalink
  • Any update on this?! there are 21 comments and now 18 likes... 

    0
    Comment actions Permalink
  • i'd love this feature. it doesnt make any sense to have social profiles in contacts and not leads, since lead is the first entry created and is used to screen inform and do background checks... 

    0
    Comment actions Permalink
  • A vote from me too. 

     

    0
    Comment actions Permalink
  • No update on this at all? Come on Insightly!

    0
    Comment actions Permalink
  • Hello Everyone,

    Thanks for the great feedback and votes you are giving this request!

    Our Engineering Team is aware of this request and have provided me with an update that this is currently not on our roadmap. Maybe in the future will this request be implemented. I encourage everyone to continue to provide feedback and encourage other users to vote on the request. 

    0
    Comment actions Permalink

Please sign in to leave a comment.