Automate seamless handoffs between marketing and sales
Important
Some of the functionality described in this release plan has not been released. Delivery timelines may change and projected functionality may not be released (see Microsoft policy). Learn more: What's new and planned
| Enabled for | Public preview | Early access | General availability |
|---|---|---|---|
| Admins, makers, marketers, or analysts, automatically | 
Feb 1, 2023 |
- | Sep 2024 |
Business value
Invite your sales team to engage with qualified leads at the right time and stage of their journey by creating sales activities and records directly from customer journeys.
Real-time journeys are a key part of nurturing and qualifying leads and opportunities. When your customer has sent the right signals through your direct engagement, the next step is often for your sales team to act. You can now create sales activities such as tasks and phone calls directly from journeys so that leads get individualized attention when they’re most likely to engage. You can also create lead or opportunity records based on a customer’s interaction with your campaign, ensuring that the sales team has the right information to close leads generated from marketing activities.
Feature details
Create sales-related activities and records directly from Customer Insights - Journeys.
- Add sales activities such as phone calls or tasks, or create leads or opportunities in your journeys.
- Respond quickly to incoming leads by routing them directly to sales agents.
