RE: Creating Segment of Leads
Yes, same problem here.
When we create a segment based on leads, Dynamics uses the contact info from the associated parent contact and then the other filter options from the lead (e.g. Industry, etc.). Because of this, we have to make sure the lead and parent contacts exactly match each other, so if an email address changes, we have to input/amend it twice which is a bit of a pain to say the least.
To add to the annoyance of this, when we send out an email campaign and a lead replies to the email, the reply only shows in the associated parent contact timeline, which means that our reps have to open up the lead and then open up the parent contact in order to check for any replies, all the while making sure that the response is not sent through the parent contact, but the lead so the timelines don't get messed up.
The same goes for any marketing forms that have been filled in (the completed forms only show on the parent contact timeline). Also if we add a task creation (e.g. phone call) within a customer journey, it creates the task for the parent contact, not the lead, so our reps open up the task which brings them to the parent contact, then they have to find the associated lead in order to work with the lead.
This really needs to be fixed! Seriously considering a different CRM at this point!
