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Lead Scoring on realtime forms

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Posted on by lisedebonne

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Hi all

We are switching from outbound to realtime forms. We want to adjust our lead scoring model to include these new forms but that doesn't seem possible? Does anyone know a workaround or does anyone have more information on when (and if) Microsoft would add it to the model?

Thanks in advance!

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PaulineKolde 732 Moderator on at

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Lead Scoring on realtime forms

Hi,

do you use the outbound lead scoring or the real-time marketing lead scoring?

You have to enable the realtime scoring in the feature switches first:

Then you can also add the new forms to the new lead scoring:

If you want to include the form submissions of outbound as well, you first need to enable the form submission entity (msdyncrm_marketingformsubmission) for "Track changes"

Then you can add it to the realtime scoring as well:

Hope this helps!

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