Ideas - Click Marketing Automation for D365

Submit your Product Ideas to the Click Product Management Team below.

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Information about the Product Ideas portal can be found in this support article.

To submit ideas related to Click Intelligent Dashboards please go to this link.

Scoring by Date

Due to the nature of my organization, we don't use "leads" for membership, but I have found the scoring feature useful when marketing events to our existing members. I can see which members who have not registered for an event have expressed the most interest in the event. This worked well the first year, but since there is only a Total Score associated with each contact, I cannot easily create an advanced find that shows every contact's interest since the previous year's event.

It would be incredibly helpful if I could see a total score for a contact for events only after a certain date.

  • Christopher Dodds
  • Jul 28 2020
Lead Scoring
  • Attach files
  • +2

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