{Do you know} Generate leads that link to an existing contact in Dynamics 365 Customer Insights
How it works?
- Dynamics 365 automatically checks for existing contacts in the system based on predefined criteria (e.g., email or phone number).
- If a match is found, the lead is linked to the existing contact, ensuring continuity in engagement history.
- The lead is nutured through marketing campaigns, tracked interactions, and sales follow-ups.
- Once qualified, it can be converted into an opportunity for sales teams.
Benefits:
- Prevents Duplicate Date - Ensure a single customer record with linked interactions.
- Enhanced Lead Tracking - Sales and Marketing teams get a 360-degree customer view.
- Streamlins Sales Handoff - Leads are linked to contacts, enabling personalized follow -ups.
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