Segments in Customer Insights - Journeys: Quotes & Products
This post explains how to build segments using Quotes and Quote Products in Dynamics 365 Sales. These segments are useful for targeting potential customers who have shown interest in specific products. The post also provides additional content related to Customer Insights - Journeys Segments. The relationship between Contacts and Quote Products can be complex, as it uses a "Customer" lookup that can be linked to either a Contact or an Account. The segment builder does not have a concept of "Customer," so you need to create separate queries for each possible pathway. The post includes diagrams and explanations to help understand the relationships between Quotes, Quote Products, and Contacts.
Article 13m
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