web
You’re offline. This is a read only version of the page.
close
Skip to main content

Announcements

No record found.

News and Announcements icon
Community site session details

Community site session details

Session Id :
Customer experience | Sales, Customer Insights,...
Suggested Answer

LinkedIn Lead Gen and rating setting

(0) ShareShare
ReportReport
Posted on by

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?

I have the same question (0)
  • Suggested answer
    Nya Profile Picture
    29,060 on at

    Hi,

    You can create a Lead Scoring Model with the Source LinkedIn Form as its condition.

     pastedimage1625730570609v1.png

    pastedimage1625730575552v2.png

    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

Under review

Thank you for your reply! To ensure a great experience for everyone, your content is awaiting approval by our Community Managers. Please check back later.

Helpful resources

Quick Links

Introducing the 2026 Season 1 community Super Users

Congratulations to our 2026 Super Stars!

Congratulations to our 2025 Community Spotlights

Thanks to all of our 2025 Community Spotlight stars!

Leaderboard > Customer experience | Sales, Customer Insights, CRM

#1
ManoVerse Profile Picture

ManoVerse 208 Super User 2026 Season 1

#2
CU11031447-0 Profile Picture

CU11031447-0 100

#3
NeerajPawar Profile Picture

NeerajPawar 80

Last 30 days Overall leaderboard

Product updates

Dynamics 365 release plans