42

When a new lead is created by a Customer Journey - it copies over Name, Phone, and Email from the Contact record. However, there are other fields in the Contact record that customer's want to add to the new Lead record. For example, Company Name should also be populated. Provide a way to identify what fields should be mapped when a new lead is created from a customer journey. To resolve this today, a custom workflow is needed.

STATUS DETAILS
Needs Votes
Ideas Administrator

Thank you for submitting this idea. This feature is currently not in our roadmap. We have added this to our feature backlog and we will continue to monitor the voting on this request.

Comments

S

Business phone is not copied over to Lead entity, generated from contacts via customer journey. Currently, the only fields copied from contact entity are
- FirstName
- LastName
- Email Address
As lead record is eventually qualified or disqualified, it make sense to copy the phone number to lead entity.

Category: Customer Journey Design

S

This is minimum viable product requirement and speaks to improving both the Marketing Hub and Sales Hub. It is illogical to expect that a user will go to a new lead record; navigate to a contact record to retrieve information necessary to fulfill an activity tile (phone call); conduct the activity; and then navigate back to the lead record to qualify/disqualify the lead.

All contact data fields (first name, last name, company name, topic, etc.) and outreach methods (business phone, mobile phone, concatenated business phone, email) should be ported by default to a new lead record created as the result of a customer journey to facilitate immediate availability by the sales or marketing user.

Category: Customer Journey Design

S

This level of customization would be a big value to a lot of organizations. Having to manually update records is a waste of a marketer's time. Allowing us to choose which fields get mapped over is a level of automation that empowers marketers to be better at their work. Please consider.

Category: Customer Journey Design

S

When first working with Marketing Dynamics 365, I took this as granted and was surprised to see that the Lead created is not inheriting / adding the Account(company Name) from the Contact to the Lead. I can also understand that this may not be wanted by all users or, at least, not for all journeys. As a minimum, it would be good to have the possibility to choose and determine this for each customer journey created.

Category: Customer Journey Design

S

This is a great idea and would really help determine the best, key information needed on a lead record as a result of a Customer Journey.

Category: Customer Journey Design