Tasks & Phone Calls In A Real Time Marketing Journey

With Outbound Marketing in D365, we’ve had the ability to create activity templates for phone calls, appointments and tasks. This has been missing from Real-time, until now! Although we don’t have an option for appointments yet, we can create tasks and phone calls within a Journey, and we can create a follow up based on the completion of those activities too. Let’s take a look!

First, from…

Continue Reading Megan V. Walker’s Article on their blog

Tasks and Phone Calls in Real-time Marketing Journeys

NOTE: ALL INFORMATION IS ACCURATE AT DATE OF PUBLISHING *** With Outbound Marketing in D365, we’ve had the ability to create activity templates for phone calls, appointments and tasks. This has been missing from Real-time, until now!

Blog Syndicated with Megan V. Walker’s Permission

Author: Megan V. Walker

Share This Post On
Share via
Copy link
Powered by Social Snap