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 through every lead or contact and they can also take action directly from the Lead or Contact tab. Fewer clicks = happy users.
Once enabled via Setup, Lead Intelligence View and Contact Intelligence View display useful activity metrics on the Lead and Contact tabs. Previously, these tabs only displayed list views. Let’s take a look at how to set this up and the metrics included.
Lead Intelligence View
From the Leads tab, click the ‘Intelligence View’ button.
From the intelligence view, you can view important metrics about your leads, as well as filter and complete reach-out actions, right from the Leads tab. If you would like to see even more detailed information for specific records, you can click on the side panel icon next to the record name.
At any time, you can quickly switch back to the original view by clicking the ‘List View’ button.
- Metrics
- Activity Actions (Email, Call)
- Additional Actions (Edit, Delete)
- Filters
- Return to List View
Metrics for leads 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.
Contact Intelligence View
From the Contacts tab, click the ‘Intelligence View’ button.
From the intelligence view, you can view important metrics about your contacts, as well as filter and complete actions, right from the Contacts tab. If you would like to see even more detailed information for specific records, you can click on the side panel icon next to the record name.
At any time, you can quickly switch back to the original view by clicking the ‘List View’ button.
- Metrics
- Activity Actions (Email, Call)
- Additional Actions (Edit, Delete)
- Filters
- Return to List View
Metrics for contacts 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 no completed activities in the last 30 days.
- No Upcoming: Contacts with recently completed activity but no future activities scheduled.
- Overdue: Contacts with activities that are overdue.
- Due Today: Contacts with activities due today.
- Upcoming: Contacts with activities due in the next 30 days.
Set Up Intelligence View
Now that we know what the two Intelligence Views look like, let’s take a look at how to set them up.
Lead Intelligence View Setup
To see the Lead Intelligence View, your Salesforce administrator must turn it on in Setup and may need to add the Intelligence View button to the Lead List View button layout.
To see the Intelligence View, users go to the Lead home page and click Intelligence View. To return to the original list view, users can click List View. New Salesforce customers see the Lead Intelligence View on the home page by default.
Contact Intelligence View Setup
Turn on Contact Intelligence View in Contact Intelligence View Setup and add the Intelligence View button to the Contact List View button layout.
To see the Intelligence View, users go to the Contact home page and click Intelligence View. To return to the original list view, users can click List View. New Salesforce customers see the Contact Intelligence View on the home page by default.
Summary
Don’t feel bad if you missed this new feature! I’m surprised Salesforce hasn’t made a bigger deal about it as I’m sure it’s going to prove to be a very valuable tool.
Once set up, don’t forget to send a memo to your users so they fully understand the metrics being presented to them and how to make the most of them.
For more Winter ‘24 release features, check out my round-up of the hottest new features for admins here.