Sales opportunities

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Posted on by TWS - PVB

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

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cloflyMao 25,210 on at

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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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TWS - PVB 95 on at

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Hi Clofly,

Thank you so much for your clear answer !!! This helped me a lot.

Kind regards,

Peter