Ideas - Click Marketing Automation for D365

Submit your Product Ideas to the Click 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 Click. 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 Click Intelligent Dashboards please go to this link.

Import leads/contacts to a marketing list - do nothing if not match is found

The import will try to match all leads/contacts included in the import file with any existing record in CRM.

You can choose between two options when no match with an existing record has been found:

- create a lead

- create a contact

I'm missing a third option namely "Don't do anything".

  • Guest
  • Jul 28 2020
  • Attach files
  • +2