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Dynamics 365 CommunityForums Customer experience | Sales, Customer Insights,... Insights tab on Lead Form

Customer experience | Sales, Customer Insights,...

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Insights tab on Lead Form

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Posted on by Ethan Isgrove

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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

Any help would be appreciated

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Hi Ethan,

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

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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