Hi all,
Im curious how you have set up workflows to automate the forwarding process of "market leads" and "sales leads".
I would greatly appreciate some more insights in this.
https://blogs.technet.microsoft.com/lystavlen/2018/02/15/lead-scoring-in-dynamics-365-for-marketing/
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Hello,
I tried to respond as best as I could below;
1. I can't locate the plugin but I tried a simple scenario where I included the condition to increase lead score by 100 per form submission and logged my sales ready score as 100. Then submitted a form and a few hours later my lead's sales ready flag was set to yes.
2. Making the lead sales ready doesn't change the ownership of the lead unless there is a custom workflow for it.
3. Yes views make sense to distinguish types of leads
4. There is no integration between processes so users need to manually switch the business process in this case.
Anyone know how to solve this issue regarding the OOB leadscore plugin?
Tried with several different lead scoring models now which scores a lead over the Sales Ready threshold but the field "Sales ready" still remains as "No".
André Arnaud de Cal...
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