Social Media

Keeping Up With What's Being Said

Streams

A Stream pulls in content from a platform automatically — your own page's posts and their comments, or a keyword/hashtag search — into a live feed inside Quickenerp, so you don't have to check each platform's native app separately.

Engaging From the Feed

Like, reply to, or otherwise engage with a stream item directly from Quickenerp where the platform supports it — useful for a small team managing several accounts to divide up response duties without everyone needing native login access to every account.

Turning a Comment Into a Lead

If CRM is installed, a promising inbound comment or message can be converted into a lead directly from the stream, keeping the conversation's context attached rather than starting a fresh, disconnected lead record.

One Place to Post Everywhere

Rather than logging into each platform separately, connect your accounts once and compose, schedule, and review performance for Facebook, Instagram, LinkedIn, Twitter/X, TikTok, and YouTube from inside Quickenerp.

Core Concepts

Connecting an Account

1. Go to Social Media > Configuration > Accounts (or click Add Account from the dashboard).
2. Choose the platform and log in through that platform's own authorization screen (OAuth) — Quickenerp never sees or stores your platform password directly.
3. Grant the requested permissions (posting, reading insights) for the specific page/profile you manage.

Compose Once, Publish to Several Platforms

1. Go to Social Media > Posts → Create.
2. Write the Message and attach any images/video.
3. Select which Accounts this post goes to — one post can target several connected accounts across different platforms at once.
4. Preview how the post will look per-platform before publishing — formatting/character limits differ, so what fits on one platform may need trimming on another.

Post Statuses

• Draft – being written, not yet scheduled.
• Scheduled – has a future Scheduled Date and will publish automatically.
• Posting – actively being sent to each selected platform right now.
• Posted – complete; each account's sub-post is either posted or failed.

Because each account has its own sub-post, a post can be "Posted" overall while one specific platform's copy actually Failed (e.g. a token expired) — check individual sub-post status rather than assuming the whole post succeeded everywhere.

Scheduling & the Content Calendar

Set a Scheduled Date instead of posting immediately, and view everything queued on the Calendar view — drag a post to a new date/time to reschedule, giving a visual overview of your posting cadence across the month.

Templates

Save a frequently reused post structure (e.g. a weekly "New Blog Post" announcement format) as a Post Template so future posts of the same type start from a consistent layout instead of being written from scratch each time.