Ideas - ClickDimensions Marketing Automation for D365

Submit your Product Ideas to the ClickDimensions 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 ClickDimensions Intelligent Dashboards please go to this link.

Ability to Surface Total New Score to Lead/Contact Forms and Views

like the legacy lead score total, we need the ability to surface the total rolling NEW score into the lead or contact page/card as well as advanced finds and views. We need an easy way for the team to see the total score like they did before - right now it involved clicking into the models and into the report - our sales team will NOT do that.

  • Guest
  • Feb 22 2023
  • Planned
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  • Colin Brown commented
    28 Nov, 2023 12:23pm

    How do sales people sort views based on the most engaged prospects without this feature?

  • Riina K. commented
    23 Feb, 2023 06:34am

    I agree with the above. It needs to be easily found, easy to see where the points came from etc. without needing to jump to different places.