Ideas - Click Marketing Automation for D365

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Opt-Out of Campaign Automation "Automated Removal of Qualified Leads"

Have the ability to opt-out of automatically removing qualified leads from a campaign automation. Currently on version 10.2 or higher, if you have a lead nurture, and they get qualified while in the program, they will be removed. Regardless of the intent of the program. A lead should still be able to finish out a nurture drip, even after they are qualified, and companies should be able to have control over setting their own Marketing Qualification program rules.

  • Emily Schantz
  • Aug 13 2020
Campaign Automation
  • Attach files

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