User Profile

Ability to add lead or contact to static segment


When viewing a lead or contact it would be very helpful if we could click a button to add them to a static segment. This is the case with the marketing list record so it would make sense to include this functionality for segments.

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Category: Segmentation (144)

STATUS DETAILS
Completed

Allow Real Time Marketing Forms to Bypass Required Fields


We would like to bypass required fields in the real time form builder.


Our business has many required fields to enforce our staff to enter critical information, e.g. 10+ required fields on a lead. Unfortunately, D365 Marketing Real Time forms enforce you to select all 'requir...

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Category: Marketing Pages, Forms, and Surveys (189)

STATUS DETAILS
Completed