Several companies want the ability to communicate to Leads who are not associated with Contacts. Today, you cannot create a segment with leads, you cannot use a Marketing List in a Journey with leads because it only allows subscription lists (which must be contacts). Business Case: Use a Simple Email Journey for Leads (not associated with contacts).
Comments
We are facing the same issue, wanted to create segments for Leads but cannot. Also, cannot use a Marketing List in a Customer Journey with Leads.
Category: Segmentation
The latest status says that it is planned for 2021 Wave 2 ... it is now 2023 .... so what is the latest on this?
Category: Segmentation
@administrator: You mentioned that this feature will be available in the "next major release." Is that 2021 Wave 1?
Category: Segmentation
This is a mission-critical issue for my organization. The tool is very limited if I can't create segments for Leads and Accounts.
Category: Segmentation
Agree. We are facing the same issue, We want to create segments for Leads and Accounts, But it only allows for contacts.
Category: Segmentation
This is a very important feature/need. The Marketing module is fantastic, but segmentation feels like a step backward when compared to the legacy marketing lists which allows users to target the Account, Contact, and Lead. The workaround using workflows/process to create 'marketing-only' contacts for leads is less than ideal.
https://docs.microsoft.com/en-us/dynamics365/marketing/market-to-leads
Category: Segmentation
Yes, We are facing the same issue, We want to create segments for Leads and Accounts, But it only allows for contacts.
Category: Segmentation
Also very important for accounts, like the legacy marketing lists.
Category: Segmentation
Administrator on 2/17/2021 5:01:14 PM
Leads will be supported in the new functionality coming on the next major release