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Dynamics 365 Community / Forums / Customer experience | Sales, Customer Insights,... / How to use Lead Score ...
Customer experience | Sales, Customer Insights,...
Suggested Answer

How to use Lead Score in Segment ?

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Posted on by CU17090144-0
Hello.
 
I would like to use a Lead Score in the segment. For exemple, create a segment for all leads with a Score D.
It doesn't work, I have such leads but the segment has 0 members.
How to make it work, where is a problem ?
  • Suggested answer
    Siraj Abou Said Profile Picture
    Siraj Abou Said 41 on at
    Are you querying the scores from the "Lead" table or from the Lead Score table?
     
    Because leads score field needs to be selected from the Lead Score table which is a related table to the Lead. And you have to add first that table in your segment definition.
     
    After that you group the lead filter with the lead score filter
     
  • Suggested answer
    Megan V. Walker Profile Picture
    Megan V. Walker 1,856 Most Valuable Professional on at
    I agree with Siraj, but don't pick the lookup field for Lead score. Instead, choose the Score field, then you can do a more than or less than filtering based on a specific value. You have mentioned Score D, which perhaps could be the Grade you are referring to. In which case, pick the Grade field from the Lead score table instead. 
     

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