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.

Add option to set Posted Form record to Disqualified Lead and not create new Lead

The current process of creating new Leads from a Posted Form if the existing Lead record is disqulaified is not ideal. In most cases we are not interested in the Lead if it is disqualifed and this process is creating admin for our team and duplicate Lead records. It would be good if you had the option from the form capture to either create new Lead or append to an existing Lead, regardless of whether the Lead is open or disqualified.

  • Pete Hamilton
  • Jun 27 2022
  • Planned
  • Attach files