Skip to main content

Notifications

Customer experience | Sales, Customer Insights,...
Suggested answer

Lead Generation from Customer Journey

(0) ShareShare
ReportReport
Posted on by
Hello,
I am facing issue where in I have set the customer journey and it is live. The email is sent but then the creation of lead is showing that it is created but I cant find the lead anywhere. Kindly help out as this is urgent. The flow is running smooth except this one issue. 
  • Suggested answer
    Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Lead Generation from Customer Journey
    Hi,
     
    If my answer was helpful, please click "Like", and if it solved your problem, please mark it as "Verified" to help other community members find more.
    If you have further questions, please feel free to contact me .
     
    Best Regards,
    Dengliang Li
  • Dengliang Li Profile Picture
    Dengliang Li Microsoft Employee on at
    Lead Generation from Customer Journey
    Hi,

    I did some testing and the following is the procedure.

    Step 1. Create a journey based on segment. There are 2 contacts in the segment.


    Step 2. Create leads with email sending.


    Step 3. Make this Journey go live.


    Step 4. Find the already created leads.
    1. The Create lead tile indicates that leads have been created.
    1. Select Leads under the Lead management
    1. Switch the view to All Leads.
    1. The image shows the leads created from the Journey created in step 3 (test journey 1).


    According to the official article, the Create Leads tile does not match existing Leads, it always creates a new Lead as you can see in the following picture.
    The related links are as follows: https://learn.microsoft.com/en-us/dynamics365/marketing/customer-journey-tiles-reference
    • In this image, 2 different journeys generate the same lead.


    We recommend that you switch the view to All Leads, and then filter the leads according to the name of the designed journey.


    I hope my answer is helpful to you! If you have any other questions, please feel free to contact me.

    Best Regards,
    Dengliang Li

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Announcing Our 2025 Season 1 Super Users!

A new season of Super Users has arrived, and we are so grateful for the daily…

Vahid Ghafarpour – Community Spotlight

We are excited to recognize Vahid Ghafarpour as our February 2025 Community…

Congratulations to the January Top 10 leaders!

Check out the January community rock stars...

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 292,111 Super User 2025 Season 1

#2
Martin Dráb Profile Picture

Martin Dráb 230,934 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans