Auto Assign Leads Without Code Using Lead Scoring & Work Assignment

I’ve written about creating your Lead Scoring models in Customer Insights – Journeys, and also explained how the Lead Scoring Qualification functionality works. I’m not really keen on the Qualification process as it’s not the right approach for everyone and it doesn’t assign Leads to people based on them reaching a specific score. However, if you have D365 Sales Premium, D365 Sales Enterprise…

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Auto Assign Leads Without Code Using Lead Scoring & Work Assignment – Megan V. Walker

I’ve written about creating your Lead Scoring models in Customer Insights – Journeys, and also explained how the Lead Scoring Qualification functionality

Blog Syndicated with Megan V. Walker’s Permission

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