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Hello,
I'm a new dynamics marketing user.
When a lead is qualified, Dynamics creates a Contact as well as a Sales Opportunity. This sales opportunity contains a subject which normally indicates the product or service the lead is interested in. How can we use this Sales opportunity to define a segment. Fro example we want to make a segmen of leads/contacts that are interested in product "X" ?
Thanks for your advice.
Peter
Hi Peter,
Would format of subject of your sales opportunity looks like below?
e.g: Interested in a large quantity of "X"
If so, we should firstly know that segment could only target at Contact entity,
then to define such segment, please follow following steps:
1. Navigate to Settings > Marketing data configuration
2. Select Opportunity entity then Publish Changes, it will make the entity available in query block dropdown list.
3. After half an hour, create a segment:
Opportunity Topic contains "X",
select relationship Contact (Opportunity -> Contact (Contact (parentcontactid)))
Go live the segment to check retrieved contacts:
Regards,
Clofly
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