Ability to Export the configurations and settings from an instance
we are able to configure the data sources, mapping the attributes, create the match rules and merge info for attributes. However, it is not possible to export these and import in another customer insights instance. Is it possible to have this option.
Category: General (23)
Lead qualification pop up window should not show Opportunity as the option.
In the marketing application, we do not use opportunity entity. The privileges for the security roles like read, create, edit privileges are removed. Even then, when an qualify button is clicked on the lead entity, it shows the pop up with Opportunity as the option. When the users do not have a...
Category: Lead Management and LinkedIn (76)
Solution Import experience
The solution import experience can be improved. 1. one big thing to improve is, perform validation of the solution first for all the components, and report if any errors are there. now, it keeps on importing for hours and, as and when there is error, it stops. The developers keep waiting for hou...
Category: General (1422)