crm3

Clicking on a within the Default Spaces or Other Spaces portion of the screen displays a pop-up menu of options, as shown in the illustration below, which allows you to edit that Social Space using the Edit Space link, preview a Social Space by clicking Preview Space or remove a Social Space from the system by clicking Delete Space.

The following screen is displayed and this is where you’ll need to configure your Social Space and add your own social media feeds (such as Twitter, Facebook, etc.) to market your business.

Next, we’ll break this screen down into its individual components so that you can see how to configure your social space.

The first thing that you’ll want to do is upload your company logo to the system by following the steps below.

1. In the Icon portion of the screen, click Edit Image to replace the CRM3® logo with your company’s logo. The following window is displayed.
2. Click Browse to locate the image on your computer and then click Upload to upload it to the system. A thumbnail of the image that you upload will be displayed in the Thumbnail box. Click OK to complete the process. Tip: The best size for your company logo should be about 80 x 80 pixels.
3. In the About portion of the screen, enter some descriptive text pertaining to your company, then click Save to complete the process.
4. In the RSS Blog Feed portion of the screen, click and then click Edit Settings to modify this portion of the screen. The RSS Feed Settings dialog is displayed, illustrated below, is displayed
5. Change the default CRM3® feed in the Feed URL box and add your own RSS feed. If you don’t want to use your RSS Feed Settings at the present time, select the Disabled radio button. If you do not know how to create an RSS feed from your company blog or website you can visit this webpage, which explains the technology and how to use it.
6. In the LinkedIn portion of the screen, click and then Edit Settings to modify the LinkedIn connection to reflect your company information. The Linked-In Settings dialog, illustrated below, is displayed
7. Enter your company’s name in the Company text field and then click OK to establish your LinkedIn connection. If you don’t want to use your LinkedIn setting at the present time, select the Disabled radio button.
8. Clicking Expand your network to see who connects you will take you to the LinkedIn site where you can create invitations for other LinkedIn users in your network. Clicking Follow Company will allow visitors to your Social Space to follow your company’s activity on LinkedIn and be a member of your Follower list.
9. In the Facebook portion of the screen, click Sign Up to create a Facebook account if you don’t already have one. If you already have a Facebook account, click and then Edit Settings to display the Facebook Settings dialog, illustrated below.
10. Modify the Facebook Pages URL text field to reflect your company’s account information within Facebook. If you don’t want to use your Facebook settings at the present time, select the Disabled radio button.
11. In the Flickr portion of the screen, click and then click Edit Settings as shown in this. The Flickr Settings dialog is displayed, as shown in the following illustration.
12. If you have a Flickr account, modify the Flickr User ID in the Flickr User ID text field. If you don’t want to use your Flickr settings at the present time, select the Disabled radio button.
13. If you don’t have your Flickr user id handy, use theidGettrwebsite to quickly locate it within Flickr using the following screen:
14. In the Twitter portion of the screen, click and then click Edit Settings to modify this setting. The Twitter Settings dialog is displayed, as shown in the illustration below.
15. If you have a Twitter account, modify the Username text field to reflect your Twitter user name and click OK to change this setting. If you don’t want to use your Twitter settings at the present time, select the Disabled radio button.
16. In the YouTube portion of the screen, click and then click Edit Settings. The YouTube Settings dialog is displayed, as shown in the following illustration.
17. If you have a YouTube account, modify the Username text field to reflect your YouTube username and click OK to change this setting. If you don’t have an account with YouTube, visit www.youtube.com to create one; then return to this dialog to make the change. If you don’t want to use your YouTube settings at the present time, select the Disabled radio button.