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.


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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.

Disconnect IP Organization from Contact or Lead When Wrong User Clicks on Link

Occasionally we get users that click on a link in an email not intended for them. For example, one of our sales reps might click on a link in an email intended for one of their customers. When this happens, ClickDimensions starts tracking the wrong person and associates the wrong IP Organization to the Lead or Contact record.

When we learn of this incorrect tracking, we need a way for ClickDimensions to "forget" this wrong person and decouple of the IP Organization from the Lead or Contact record.

I believe Pardot allowed us to do this.

Thanks, Jeff

  • Guest
  • Jul 28 2020
Forms & Web Analytics
  • Attach files
  • +2

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