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Customer experience | Sales, Customer Insights,...
Suggested Answer

Leads Not Producing Lead Scores

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Posted on by 120

I have imported a Contact as a Lead after they showed some email activity (realizing Lead Scoring doesn't work until this Contact becomes a Lead). This Contact is now successfully a Lead, but they aren't showing under Lead Scoring for any activity (past and post-becoming-a-lead). Why would this happen? Anyone know of a resolve? Here are my conditions. 

pastedimage1596728599937v1.png

pastedimage1596728624271v2.png

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  • Suggested answer
    sbtron Profile Picture
    on at

    Could you elaborate more on how you associated the lead with the contact?

    A quick way to do it would be to set the association as part of the Lead-to-opportunity business process by expanding the inquiry state and using the existing contact property-> 

    pastedimage1596824139829v2.png

    Once the lead is associated with the contact you should be able to look at the lead's insights tab to confirm that the activities this contact has performed like email clicked also show up on the lead.

    pastedimage1596824414240v3.png

    If you are not seeing any interactions for the lead on the insights tab then it might indicate that the lead might not be associated with the contact.

    If the lead doesn't show these interactions on the insights tab then lead scoring won't work (it has no interactions to score). The likely reason for insights not showing up is the lead might not be associated with the contact correctly. Please follow the above steps to make sure lead gets associated with the contact. 

    If the lead does show interactions then lead scoring should work. Please reply back here if you are seeing interactions in the insights tab but the lead scoring still isnt working.

    Thanks

  • backinstereo Profile Picture
    120 on at

    I have not associated the Lead with a Contact. I see your screen shots above, but Marketing > Leads and Sales > Leads, I don't see what you're seeing? Where do I find that Existing Contact field?

  • sbtron Profile Picture
    on at

    more info here - docs.microsoft.com/.../lead-lifecycle

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