How To: Bulk Add Facebook Friends
A comprehensive guide to adding your Facebook friends to GroupTrack CRM, either individually or in bulk.
Table of Contents
- Introduction
- What Are Facebook Friends in GroupTrack?
- What You Can Do with Facebook Friends in GroupTrack
- How to Add Facebook Friends
- Step 1: Add Friends Individually
- Step 2: Add Friends in Bulk
- Step 3: Verify Pipeline Assignment
- Why This Process is Important
Introduction
Purpose
Adding your Facebook friends to GroupTrack CRM allows you to seamlessly manage relationships and track interactions within your pipelines. Whether you want to add friends one at a time or in bulk, this guide will walk you through the process to ensure your contacts are properly organized.
What Are Facebook Friends in GroupTrack?
Facebook Friends in GroupTrack are contacts from your personal Facebook account that you can import into the CRM. This feature allows you to track your interactions with friends and manage them within specific pipelines.
What You Can Do with Facebook Friends in GroupTrack
With Facebook Friends in GroupTrack, you can:
- Add friends individually or in bulk to specific pipelines.
- Organize and manage your contacts efficiently.
- Track interactions and follow-ups with ease.
Please Note:
Larger groups will take longer to run, potentially up to a few hours for massive groups with thousands or more members. Also, GroupTrack will add all members listed on the page, including contacts who show in the invited or banned lists. Please update your contacts' stages appropriately after adding them to your CRM.
How to Add Facebook Friends
Step 1: Add Friends Individually
- Go to Your Friends List:
Navigate to your Facebook friends list.
Hover Over a Contact's Name:
As you hover over the name, the GroupTrack sidebar will pop out.
Click "Add to GroupTrack":
In the sidebar, click on "Add to GroupTrack."
Choose a Pipeline:
- Select the pipeline where you want to add this friend.
Step 2: Add Friends in Bulk
- Go to Your Friends List:
Navigate to your Facebook friends list.
Click "Add All Friends":
A pop-up should appear with the option to "Add All Friends."
Select a Pipeline:
- Choose the pipeline where you want to add all selected friends.
Step 3: Verify Pipeline Assignment
- Check GroupTrack:
- Verify in GroupTrack CRM that your friends were added to the correct pipeline.
Why This Process is Important
Adding Facebook friends to GroupTrack allows you to keep your contacts organized and ensures that your interactions are tracked within the correct pipeline. This process helps you manage relationships more effectively and ensures that no contact is overlooked.