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Please Allow us to create Segments based on Leads and Accounts

Vishnu Marri on 7/16/2020 11:35:55 PM
Generally Lead is the 1st point of contact, A contact record is not created unless we qualify a lead, Creating segments using leads and accounts would be a huge benefit.
Category: Segmentation
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Needs Votes

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RE: Please Allow us to create Segments based on Leads and Accounts

Jeffrey Medina on 12/2/2022 3:49:23 PM

This is the biggest reason we are unable to get fully started with Dynamics Marketing after a year of using the tool. We start with a lead and are unable to nurture a lead to qualification using Marketing Automation. A segment in Real-Time Marketing is not a solution. We need the capabilities of outbound marketing to nurture and qualify a lead as MQL/SQL. The lack of this basic functionality to market to leads in OBM is very frustrating.

Category: Segmentation

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RE: Please Allow us to create Segments based on Leads and Accounts

Stefano TUCCI on 10/18/2021 11:17:34 AM

it can be related to that : https://experience.dynamics.com/ideas/idea/?ideaid=1c6e3edc-cbe8-e911-b3b9-0003ff68f5d3

it's a basic feature, it should be done urgently

Category: Segmentation