View lead activity and engagement metrics, see insights, take action, and update records all in one place in the Lead Intelligence View.
Required Editions
| Available in: Lightning Experience |
| Available in: Starter, Essentials, Group, Professional, Enterprise, Performance, Unlimited, Pro Suite, and Developer Editions with Sales |
| User Permissions Needed | |
|---|---|
| To view Leads tab: | Read on leads |
| To view leads: | Read on leads |
| To create leads: | Create on leads |
To see the Intelligence View, go to the Lead home page and click Intelligence View. To return to the original list view, click List View.
In the Intelligence View, you can quickly filter your leads, see aggregate activity statistics for the resulting records, and take action to reach out, right from the Leads tab.
To see detailed activity for individual records, click the side panel icon next to the record name. The side panel also includes email insights and Einstein Conversation Insights.
Lead activity metrics include:
- Total Leads: The total number of leads that meet your filter criteria.
- No Activity: Leads with no completed activities.
- Idle: Leads with past activity, but no completed activities in the last 30 days.
- No Upcoming: Leads with recently completed activity but no future activities scheduled.
- Overdue: Leads with activities that are overdue.
- Due Today: Leads with activities due today.
- Upcoming: Leads with activities due in the next 30 days.
Activity metrics include events as well as tasks.
Engagement metrics include:
- Leads not contacted
- Contact attempted
- Engaged
- Meeting scheduled
- Meeting declined
- Disqualified
To see the Lead Intelligence View, your Salesforce administrator must turn it on in Setup and add the Intelligence View button to the Lead List View button layout.