Set Up Lead Scoring

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Posted on by nvrhughes

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Hello, I am trying to set up Lead Scoring in our Marketing App.

I followed the path below to create a new model.

Marketing App - Settings - Lead Management - Scoring Configuration

I am not seeing the designer platform to add conditions, fields etc. I am only seeing what is shown in the screen shot. Is there something else I need to turn on to see the designer?

Also, in the Sales app I see Lead and Opportunity Scoring and am able to configure - but I can only add fields.

Are you able to add conditions in Sales scoring like you are in Marketing or can you only select fields? Thank you!

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Leco Lv on at

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RE: Set Up Lead Scoring

Hi partner,

Please refer to the following steps to create Lead Scoring.

Marketing App->Outbound Marketing->Lead management->scoring models

Design lead-scoring models:

https://learn.microsoft.com/en-us/dynamics365/marketing/score-manage-leads

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