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We're new to Dynamics Marketing and slowly making progress. I have a created a marketing form on our website and when I fill it out, I get both a Lead and Contact record. The Contact Record has a lot of data available in the Insights tab, but the Lead Record Insights are blank. Is that how's it's supposed to operate? None of these tabs have any data. We're hoping our Sales team will primarily be looking at the Lead record until it's converted to an Opportunity, but it's not helpful for the Insight tab to be blank.
Any advice or insight would be super helpful! Thanks!
Hi check following. It might help you
To view lead insights, go to Marketing > Customers > Leads, select a lead record, and then open its Insights tab.
Most of the insights displayed for a lead are the same as those shown for contacts and are taken from the contact record associated with the current lead, as previously described in Contact insights. One exception to this is the Overview tab, which also tracks lead-specific information such as the lead's age (how long the record has been active) and its progress over time.
For leads associated with an account rather than a single contact, the insights combine interactions made by all contacts that belong to that account.
Because interaction records relate only to contact records, not lead records, most insights are only available for leads that are associated with a contact record (or with an account record, which itself relates back to contact records). More information: Use leads to register and track expressions of interest
Mark answer as verified, if it is feasible for you
Unfortunately, there's nothing in the Insight tab on the Lead Record (even though there's an associated Contact Record that's full of data on the Insight Tab).
Could you confirm that the "Update Contacts/Leads" property on the Marketing Form is set to Contacts and Leads
If its just set to Contacts only then it will result in only the contact being updated but not the lead.
For more info see-
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