12

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (8)

STATUS DETAILS
Under Review
10

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

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (8)

STATUS DETAILS
Needs Votes
6

Show Lead Scoring Details at Lead

We want to see the details of the score, not only the overall score. I.e. someone got scoring points because he has clicked 5 emails, submitted 1 form and his position is CEO. At the moment you have to compare the scoring model with the fields and actions of the lead but it would be easier if ...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (8)

STATUS DETAILS
Under Review
4

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?

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (8)

STATUS DETAILS
Under Review
3

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.

Read more...

2 Comments

Read more... 2 Comments

Category: Lead Management (8)

STATUS DETAILS
Under Review
3

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...

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (8)

STATUS DETAILS
Needs Votes
0

Lead Scoring Model : Dynamics Values in Lead Scoring Model

There can be scenarios where we want to use the value of particular field which is to be added in lead score in lead scoring model. Like if we have custom score against a page on website.

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (8)

STATUS DETAILS
Under Review
0

OR operator between expressions in Lead Scoring Model

OR operator between expressions in Lead Scoring Model. There can be condition wherein we need to use OR operator for calculating score.

Read more...

0 Comments

Read more... 0 Comments

Category: Lead Management (8)

STATUS DETAILS
Under Review