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Dear All,
We are using the Linkedin Lead Gen form, is loads nicely leads and lead source is Linkedin Sponsored Form and the rating is set to by default warm.
However we have several Linkedin forms in use, some of these associated leads, should become a rating warm lead, but from another Linkedin Form we do not expect the lead will result in a follow-up and therefore we would like the lead rating set to cold.
What I am looking for depending of the name of Source Linkedin Form, I would like to set that lead to rating=cold, while another Source linkedin form I would like to set the lead rating to warm.
I have looked at documentation where you can set the lead rating depending on linkedin form, but I can't anything.
I had created a business rule, which sets all linkedin leads to cold, this the rule was set at the lead source value, but in that case it sets all linkedin leads to cold, irrespective of the lSource inkedin lead form.
A rule setting on the name of the Source Linkedin Form, I am not able to manage, but ii is not wise to put filter option on a name of the Source Linkedin Form anyhow.
So is it possible to set a lead rating depending on the used Source Linkedin Form?
Are there any other alternatives?
Hi,
You can create a Lead Scoring Model with the Source LinkedIn Form as its condition.
To know more about how to create a Lead Scoring Model, please refer to:
Create lead scoring models (Dynamics 365 Marketing) | Microsoft Docs
If this helped you, I'd appreciate it if you'd mark this as a Verified Answer, which may in turn help others as well.
Best Regards,
Nya
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DAnny3211
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Daniyal Khaleel
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Abhilash Warrier
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Super User 2025 Season 2
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