Setting up Stars and Flames for Lead/Contact Records

Stars and Flames on lead/contact records are dependent upon: Lead Score, Relative Score, Urgency, and Priority fields. These fields are available by default after you install and configure the MSI solution. If you don’t have Stars and Flames, a prior setup/customization could have resulted in them being removed. Follow the steps below to add them.

  1. In Microsoft Dynamics, click the Sales drop-down and select Settings. Click Customizations, then Customize the System.

  2. In the left-side panel, click Entities.

  3. Find and click Lead, then Forms, then select the form you want to edit.

  4. Click Marketo Sales Insight in the left-side panel. In the right-side panel, click the Filter drop-down and select Custom Fields.

  5. Drag and drop the following: Lead Score, Relative Score, Urgency, and Priority fields. Arrange them in a manner that works best for you. You can also format any field by double-clicking on it.

  6. When you’re done, click Save and Close.

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