Marketing Hub
The Marketing hub shows how your social posts and campaigns are performing: posts published, leads gathered per network, cost per lead, return on investment and a calendar of scheduled posts.
Overview
Open CRM → Marketing → Marketing Hub. The top tiles count posts published and failed, leads that arrived from social media, posts waiting in the schedule and AI drafts waiting for your approval.
Channel performance shows each network side by side: how many accounts are connected, how many posts went out, and how many leads came back. Leads are counted by the tracking tag Xetuu adds to your links and by lead forms on the network itself.
Campaign cost & return lists the campaigns with posts or leads in the chosen period. Cost uses the campaign’s Actual Cost (or Budget if no actual cost is entered); return uses won opportunities linked to the campaign. If no cost is recorded it says “No cost” instead of guessing.
The calendar shows scheduled and published posts by day. Click a post to edit it while it is still a draft or scheduled.
When to use marketing hub
- To see which network actually brings leads.
- To check that scheduled posts are lined up.
- To retry a post that failed on one network.
Prerequisites
Step by step
Screenshot for this step has not been captured yet — run npm run docs:flow.
Field reference
| Field | Description | Required | Data type | Business meaning |
|---|---|---|---|---|
| Posts published | Network posts accepted in the period. | n/a | Number | One post sent to three networks counts as three. |
| Leads from social | New leads whose source is a social network. | n/a | Number | Counted from tagged links and lead forms. |
| ROI | (won revenue − cost) ÷ cost. | n/a | Percent | Shown as “No cost” until the campaign has a cost. |
Permissions
These permission keys control access (granted to roles in Administration → Roles & Permissions):
- crm.campaign.read
- crm.social.read
Automation
- Scheduled posts are published automatically within a minute of their time.
- Facebook Lead Ads can be checked every 10 minutes for new leads.