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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 a lead score model based on an activity type and value.

Category: Lead Management
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Needs Votes

Comments

S

Very good suggestion! This is something we definitely need. Some of it is incorporated in the new 'sales insights' add-on, but the whole idea to choose for Microsoft is for the one-platform-philosophy. The tooling should allow marketing and sales to cooperate better and one lead scoring functionality for both marketing activities and sales activities such as call would certainly help with this.

Category: Lead Management