Skip to main content

Notifications

Announcements

No record found.

Customer Insights - Journeys forum
Suggested answer

Insights Showing up on Contact Record but not Lead Record

Posted on by
Hi Everyone, 
 
Insights are showing up on a contact record but not on the associated lead record.  The lead and contact record are associated and we have our forms creating both the lead record and contact record on submission.  Does anyone know why the Lead Insights are blank while the Contact Insights are full of website visits, form submissions, etc.?
 
Thanks,
Tony 
  • Insights Showing up on Contact Record but not Lead Record
    The majority of the insights presented for a lead are derived from the contact record linked to the current lead and are the same as those presented for contacts. puppet hockey
  • Suggested answer
    Leah Ju Profile Picture
    Leah Ju Microsoft Employee on at
    Insights Showing up on Contact Record but not Lead Record
    Hi Partner,
    Most of the insights displayed for a lead are the same as those shown for contacts and are taken from the contact record associated with the current lead.
    Because interaction records relate only to contact records, not lead records, most insights are only available for leads that are associated with a contact record.
    Are you sure lead is related to the contact?
    --In the contact form, navigate to 'Related' tab and find 'Lead' option to check it:

    I hope you can mark my answer verified if it is helpful! If you have any questions, please feel free to contact me.
    Regards,
    Leah

Helpful resources

Quick Links

Replay now available! Dynamics 365 Community Call (CRM Edition)

Catch up on the first D365 Community Call held on 7/10

Community Spotlight of the Month

Kudos to Saurav Dhyani!

Congratulations to the June Top 10 community leaders!

These stars go above and beyond . . .

Leaderboard

#1
André Arnaud de Calavon Profile Picture

André Arnaud de Cal... 287,914 Super User

#2
Martin Dráb Profile Picture

Martin Dráb 225,549 Super User

#3
nmaenpaa Profile Picture

nmaenpaa 101,148

Leaderboard

Featured topics

Product updates

Dynamics 365 release plans