Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions Product Management Team below.

These will be reviewed for consideration in a future product release. It is not intended to provide Product Support. If you are having a product issue, please follow regular support procedures.

Thank you for taking the time to submit your thoughts!

Ensuring that our products address the needs of our customers is important to ClickDimensions. By providing your input, you're helping us ensure that our products are built by Marketers, for Marketers.

Information about the Product Ideas portal can be found in this support article.

To submit ideas related to ClickDimensions Intelligent Dashboards please go to this link.

Allow Lead Source with Import Tool

When leads are added using the ClickDimensions Import Tool there is no source assigned to the lead record upon creation. Allowing an administrator to set a source through ClickDimensions Settings would provide a lot of utility. Barring that, add "Source" as one of the columns in the lead import Excel Template.

  • Obie Pressman
  • Jul 28 2020
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  • Dale Price commented
    6 Jan, 2021 10:55pm

    Lead Source was added in the 10.9 release, in addition to Salutation, Gender, Currency, Topic and Source Campaign.

    Also, the CD Import Tool was enhanced with support for custom fields in the 10.7 release.

  • +2