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I am in the process of setting up Lead and Opportunity scoring and noticed quite a difference between Marketing and Sales scoring.
Can you add conditions to Sales Scoring like you can in Marketing or can you only select fields to add in Sales?
Also, what is the best way to view the scores? I added the Predictive Score field to Opportunity views but none are populated. Is this the correct field to use? How can you add a widget to a form?
Hi nvrhughes,
Marketing automatic lead scoring only works for leads that are associated with a parent contact or an account. Scores won't appear for leads that don't have a parent contact or account associated with them.
Lead and opportunity scoring harness the power of AI to get insights into which deals are most likely to close so your team can prioritize better.
In a nutshell, a marketing score is artificially designed to get a specific score, and a sales score is trained on a model to get an AI score.
Please make sure you have the Lead and opportunity scoring turned on before everything starts:
About the Training Model: https://learn.microsoft.com/en-us/dynamics365/sales/configure-predictive-opportunity-scoring#create-and-add-a-scoring-model
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