---
schema_version: "1"
id: ef998ba98df7e35171a83677e9bdb358df5c4b3d74a738f96284854f377aaca2
title: Lead Intelligence View
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sales/264-0-0/leads_intelligence_view.md
canonical_url: https://help.salesforce.com/s/articleView?id=sales.leads_intelligence_view.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 54e9f2bc160c7cda89df525288449a8961c14f39798f873d839ebb09e141ccbb
description: View lead activity and engagement metrics, see insights, take action, and update records all in one place in the Lead Intelligence View.
products:
  - Sales Cloud
release: "264"
---
# Lead Intelligence View

View lead activity and engagement metrics, see insights, take action, and update records all in one place in the Lead 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>Starter</strong>, <strong>Essentials</strong>, <strong>Group</strong>, <strong>Professional</strong>, <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, <strong>Pro Suite</strong>, and <strong>Developer</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="d27720e67">User Permissions
            Needed</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27720e67 ">To view Leads tab:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27720e67 ">Read on leads</td>
        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27720e67 ">To view leads:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27720e67 ">Read on leads</td>
        </tr>
        <tr class="">
          <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d27720e67 ">To create leads:</td>
          <td class="slds-cell-wrap" style="vertical-align:top;" headers="d27720e67 ">Create on leads</td>
        </tr>
      </tbody>
    </table>

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.