Increase lead conversions by routing to the correct sales rep
Important
This content is archived and is not being updated. For the latest documentation, go to What's new in Dynamics 365 Customer Insights - Journeys. For the latest release plans, go to Dynamics 365, Power Platform, and Cloud for Industry release plans.
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | - | - | 
Oct 25, 2023 |
Business value
To win more deals, marketing and sales teams must work together to identify the best leads and convert those leads into business opportunities. Marketers need to define qualification criteria and post-qualification actions to grow the pipeline with the best candidates. Sellers need to follow up on leads when they're hot.
Using Dynamics 365 Customer Insights - Journeys and Dynamics 365 Sales together, you can now easily route qualified leads identified by the marketing team to a seller without customized solutions or manual intervention. This boosts marketing and sales teams' productivity while maintaining focus on the right customers.
Feature details
- Define lead qualification criteria based on scoring models.
- Define qualification actions to update the relevant fields of the lead record when a lead meets the defined criteria.
- Based on the qualification action, create automated assignment rules (available in Dynamics 365 Sales Premium or Dynamics 365 Sales Enterprise) based on your business needs, such as the sales rep's capacity or matching attributes between the rep and lead.
See also
Qualify the best leads (docs)