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

Insights tab on Lead Form

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Posted on by 30

Insights tab is not showing on Lead form. The tabs appeared after Account and Contact forms were created, however it is not appearing on the Lead form

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Any help would be appreciated

  • Suggested answer
    Community Member Profile Picture
    on at

    Hi Ethan,

    In my lead form, i can view one tab--Contact insights.

    pastedimage1658297992671v1.png

    Most insights displayed for a lead are the same as leads shown for contacts and are taken from the contact record associated with the current lead as previously described in Contact insights. One exception is the Overview tab. The tab tracks lead-specific information such as the lead's age (how long the record has been active) and its progress over time.

    Lead insights - Learn | Microsoft Docs

    Could you see it in the lead form? If not, you can refer the following thread:

    Contact/Lead Insights Tab is missing on forms - Dynamics 365 Marketing Forum Community Forum

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