---
schema_version: "1"
id: 1ec34c4d6d093af98e03c64584b6324526b8cf69dc6e83cd4e6f309a86b18570
title: Contact Intelligence View
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/contacts_intelligence_view.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.contacts_intelligence_view.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 0239b262360e6aa903202261a463c18d5e9c67deee854301aaecb2c7115aaa46
description: View contact activity and engagement metrics, see insights, and update and act on records, all in one place in the Contact Intelligence View.
products:
  - Sales Cloud
release: "264"
---
# Contact Intelligence View

View contact activity and engagement metrics, see insights, and update and act on records, all in one place in the Contact Intelligence View.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, and <strong>Unlimited</strong> Editions with Sales</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d69460e51">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d69460e51 ">To view the Contacts tab:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d69460e51 ">Read on contacts</td>
        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d69460e51 ">To view contacts:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d69460e51 ">Read on contacts</td>
        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d69460e51 ">To create contacts:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d69460e51 ">Create on contacts</td>
        </tr>
      </tbody>
    </table>

To see the Intelligence View, go to the Contact home page and click **Intelligence View**. To return to the original list view, click **List View**.

In the Contact Intelligence View, you can quickly filter your contacts, see aggregate activity statistics for the resulting records, and email or call contacts. The Last Activity column shows you the due date of the contact’s most recent task or the date of their most recent event.

To see detailed activity for individual records, click the side panel icon next to the record name. The side panel also includes case insights, email insights, and Einstein Conversation Insights.

![The Contact Intelligence View](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sales-sales_core-264-0-0-production-enus/3c339c40-ca6c-49ba-9c6e-684be7a55f80/sales_core/images/contacts/sales_contact_intelligence_view.jpg)

Contact activity metrics include:

- Total Contacts: The total number of contacts that meet your filter criteria.
- No Activity: Contacts with no completed activities.
- Idle: Contacts with past activity, but without completed activities in the last 30 days.
- No Upcoming: Contacts with recently completed activity but no activities scheduled in the next 30 days.
- Overdue: Contacts with activities that are overdue.
- Due Today: Contacts with activities that are due today.
- Upcoming: Contacts with activities that are due in the next 30 days.

Activity metrics include both events and tasks.

Engagement metrics include:

- Not contacted
- Contact attempted
- Engaged
- Meeting scheduled
- Meeting declined
- Disqualified

To see the Contact Intelligence View, your Salesforce Administrator must turn it on in Setup. Then, they must add the Intelligence View button to the Contact List View button layout.