Hi Can you help me understand pros and cons for setting Generate leads without matching yes and no. Obvously Yes will increase so I do not really get who and when to use No?
Hi Steve, thank you. Marketers including me are concerned on No1 No might narrow possibilities by updateding the previous record on lead so would you like to suggest we should use Yes in this case right? Can you specify when we need to match and update the Lead?
Thanks,
Ryoji
Hi ryojii,
When difference of the settings in the Update contact/leads, Setting the Generate leads without matching to No produces following three effects.
Please click the link for more details: https://docs.microsoft.com/en-us/dynamics365/marketing/marketing-forms#how-form-settings-affect-lead-scoring-and-interaction-records
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