How can I automate lead scoring and prioritize high-value opportunities in Dynamics 365 Sales?
digitalb2bmarketing
Member Posts: 12
in Dynamics CRM
I’m trying to optimize our sales pipeline using Dynamics 365 Sales, but my team struggles with manually identifying and prioritizing leads. I’ve heard about AI-driven lead scoring, but I’m unsure how to set it up effectively or customize the scoring model to fit our business criteria. Can anyone share step-by-step guidance or best practices for automating lead scoring and ensuring the sales team focuses on the most promising opportunities? Any tips on common pitfalls to avoid would also be appreciated!
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