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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Leads journey in CRM

Customer experience | Sales, Customer Insights,...

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Leads journey in CRM

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Can anyone please share the journey of the lead in CRM once they come through customer journeys?

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Leah Ju Microsoft Employee on at

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Hi Partner,

In the marketing, it is now divided into outbound marketing and real-time marketing.

1) outbound marketing:

Marketing treats each lead record as an expression of interest that is linked to a specific contact record.

The marketing segments that you set up to establish the target group for a customer journey are likewise populated with contact records, not lead or account records.

https://learn.microsoft.com/en-us/dynamics365/marketing/lead-lifecycle

2)real-time marketing

There are two types of journey:

And segment can select Lead as audience directly:

https://learn.microsoft.com/en-us/dynamics365/marketing/real-time-marketing-optimize-lead-management

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