2

Create & Display a Total Score Out-of-Box

Today, you can setup lead scoring models and see the activity for each model on a Lead form. Can you create a "Total Score" that sums up all of the lead scoring models that is displayed as well, out-of-box?

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Category: Lead Management (5)

STATUS DETAILS
Under Review
1

Lead scoring - related to leads

Currently, automatic lead scoring within the marketing app only works for leads that are associated with a contact or account. However, when creating a new lead, for example via a form, Dynamics doesn't automatically create an account/contact. But the objective of lead scoring is nurturing and...

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Category: Lead Management (5)

STATUS DETAILS
Needs Votes
0

Lead Score Model - Allow "does not equal" null

Allow an expression to check if a CRM field is null or not null. For example, if >this specific CRM field< is not null, then add 50 points. Or, if >this specific CRM field< is null, deduct 50 points.

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Category: Lead Management (5)

STATUS DETAILS
Under Review
0

Lead Score Modeling - Phone Call/Activity

We have had a request to score a lead based on a phone-call. For example - the lead calls a certain number. This phone call is logged on their Lead profile under activities. The Marketing App would have a Lead Scoring Model/Rule that says to increase their score by 100. More generally - create...

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Category: Lead Management (5)

STATUS DETAILS
Under Review
0

Scoring of "field does (not) contain data"

Would be great if you could add a scoring expression that says that a lead should be scored because a field is / is not empty. Example: score the field last name if there is any data in it

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Category: Lead Management (5)

STATUS DETAILS
Needs Votes