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

Lead Scoring History

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Posted on by 10

Is it possible to track the history of a lead's score? We have leads who are timing out and I would like to know what their score was before it was reset.

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  • Suggested answer
    Leah Ju Profile Picture
    Microsoft Employee on at

    Hi Woodmeli,

    Through my test, original related lead score records can be deleted automatically if you stop or change scoring model.

    The Dataverse auditing feature is designed to meet the external and internal auditing, compliance, security.

    You can enable it for 'Lead Score' entity:

    pastedimage1677208822801v3.png

     And select fields you need to enable 'auditing' feature(my example: Lead lookup; scoring model lookup;score):

    pastedimage1677208420258v2.png

    Test:

    Before:

    pastedimage1677208935595v4.png

    After(stop the model):

    pastedimage1677209071487v5.png

    Settings > Auditing > Audit Summary View:

    pastedimage1677210517590v6.png

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