Contacts to Leads or Leads to Contacts approach

(0) Share

Report

Posted on by Hamid Hassan

Hi,

What will be the best flow for marketing, Currently I am importing accounts and contacts. Then adding those contacts in segments and sending emails and creating leads from those contacts.

If I want to upload Leads and send them email and then create accounts and contacts from there.

what will be the fine approach ?

Regards,

Hamid Hassan

I have the same question (0)

All responses (1)

Answers (0)

Suggested answer

Carlo Velasco 787 on at

Like (0)

Report
Copy link

Link copied!

Hi

It is important to to clarify that if you are using Dynamics for marketing, the correct approach would be to create contacts first, because contact is the only entity supported for segments and sending emails from Dynamics for marketing.

https://docs.microsoft.com/en-us/dynamics365/marketing/segmentation-lists-subscriptions

Was this reply helpful? Yes No