There is a small but mighty new feature released in Winter ‘24 that has gone largely unnoticed, despite how nifty it is! Intelligence View for leads and contacts is a great way for users to simply and easily identify prospects and customers that need attention. This will save them time, with less need to wade …
Here are highlights from article Intelligence View for Salesforce Leads and Contacts | Salesforce Ben
1. Lead Intelligence View:
– Click the ‘Intelligence View’ button on the Leads tab.
– View important metrics about leads.
– Filter and complete reach-out actions directly from the Leads tab.
– Click the side panel icon for more detailed information on specific records.
– Switch back to the original view by clicking the ‘List View’ button.
– Metrics include Total Leads, No Activity, Idle, No Upcoming, Overdue, Due Today, and Upcoming.
2. Contact Intelligence View:
– Click the ‘Intelligence View’ button on the Contacts tab.
– View important metrics about contacts.
– Filter and complete actions directly from the Contacts tab.
– Click the side panel icon for more detailed information on specific records.
– Switch back to the original view by clicking the ‘List View’ button.
– Metrics include Total Contacts, No Activity, Idle, No Upcoming, Overdue, Due Today, and Upcoming.
3. Set Up Intelligence View:
– Salesforce administrator must enable the Intelligence View.
– Lead Intelligence View setup:
– Displayed on the Leads tab.
– Contact Intelligence View setup:
– Displayed on the Contacts tab.
You can read it here: https://sfdc.blog/pQMLe
Source from salesforceben(dot)com