Skip to main content

Notifications

Announcements

No record found.

News and Announcements icon
Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to decrease Lead S...
Customer experience | Sales, Customer Insights,...
Suggested answer

How to decrease Lead Score when lead has been active X months

(0) ShareShare
ReportReport
Posted on by Megancs98 64
Hi!
 
I am using the new Real Time Scoring Models and I am trying to make a Lead's score decrease when the Lead has been Open X months. I have tried using 'Created on' Is before 'relative date' X months ago.. But I cannot seem to get it to work. Has anyone managed to do this? 
 
 Thank you! 
  • Suggested answer
    RvdW1990 Profile Picture
    RvdW1990 130 on at
    How to decrease Lead Score when lead has been active X months
    Hi Megancs,
     
    I think your Lead Score conditions need to look like this:
     
     
    So the Created on date is on or before 3 months ago (or any other defined period) AND the status is Open.
     
    Hope this helps!
     
    Kind regards,
    Renée
  • Megancs98 Profile Picture
    Megancs98 64 on at
    How to decrease Lead Score when lead has been active X months
    Is there anyone who has the answer to this?
  • Megancs98 Profile Picture
    Megancs98 64 on at
    How to decrease Lead Score when lead has been active X months
    Hi @RudyZhang, 
    I am trying to create a lead scoring model in real time marketing. One of the conditions has to be that the score decreases after time because newer leads are more valuable than older leads. Eg. if a lead has been in the system and (status=open) for 1 month - subtract 1 point. If the lead has been in the system (status=open) for 2 motnhs - subtract 2 points, if the lead has been in the system (status=open) for 3 months - subtract 3 points.  This makes sure that the older the lead is, the less points it will have, 
     
    How can I set up a condition in the scoring model that does this? 
     
    Thank you!
  • RudyZhang Profile Picture
    RudyZhang Microsoft Employee on at
    How to decrease Lead Score when lead has been active X months
    Hi,
     
    We analyzed your issue, but based on the information you provided, we were unable to reproduce the problem.
     
    Could you please provide more information about this issue? For example a picture etc. This will help us to better find the cause of the issue and find a solution faster.
     
     
     
    Best Regards,
    Rudy Zhang

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

Congratulations 2024 Spotlight Honorees

Kudos to all of our 2024 community stars! 🎉

Meet the Top 10 leaders for December

Congratulations to our December super stars! 🥳

Start Your Super User Journey

Join the ranks of our community heros! 🦹

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 291,703 Super User 2024 Season 2

#2
Martin Dráb Profile Picture

Martin Dráb 230,433 Most Valuable Professional

#3
nmaenpaa Profile Picture

nmaenpaa 101,156

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans