As a customer and consultant I like to have the possibility to use the leaf entity in a customer journey to send marketing emails. A lot of clients use lead as a prospect funnel and now D365 marketing is only built for contact marketing
Comments
Agree. I cannot fathom how is this not a functionality in outbound marketing yet! Our process starts with leads to qualify them before turning them into contacts. I've worked with other marketing automation tools and that is basic functionality. This is a major blocker to our success on the platform.
Category: Customer Journey Design
there's a similar thread here : https://experience.dynamics.com/ideas/idea/?ideaid=b1059217-bdc7-ea11-bf22-0003ff68c5af
MS support should unite the votes!
Category: Customer Journey Design
Very urgent
Category: Customer Journey Design
I cannot fathom how is this not a functionality yet! Not all our leads have parent contact set up...
Category: Customer Journey Design
Saurabh Bhatia (administrator) on 8/2/2022 9:24:50 PM
With real-time marketing journeys you can create an event-based journeys that works with leads. We are also looking into adding new segmentation capabilities so segment based real-time journeys can work with leads directly in addition to contacts - Create segments for contacts and leads in the new segmentation builder | Microsoft Docs