New Intelligence View for Leads and Contacts in Salesforce | Winter '24

Do you ever feel like you're drowning in leads and contacts? Are you struggling to keep track of which leads are active and which ones need your attention? If so, then you're not alone.

The Winter '24 release of Salesforce introduces a new feature called Intelligence View for Leads and Contacts. This feature provides a centralized view of all your leads and contacts, along with useful activity metrics. This can help you to quickly identify which leads are most important and need your attention.

See Which Contacts Need Attention and Take Action Directly from Contact Home

Users can view contact activities, take action, and update records, all in one place in the Contact Intelligence View. Previously, Contact Home provided only simple list views and required users to navigate to individual records to take action.

How to get started:

To enable Intelligence View for Contacts, follow these steps:
  1. Go to Setup > Search intelligence in Quick Find Box
  2. Select Contact Intelligence View Setup
  3. Turn on Contact Intelligence View
  4. Done
Contact Intelligence View Setup

Similarly, in Lead Intelligence View Setup, you can enable Lead Intelligence View to boost your lead conversion rate or focus on priority leads.

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.

In the Contact Intelligence View, users can quickly filter their contacts, see aggregate activity statistics for the resulting records, and take action to reach out, right from the contact home page. To see detailed activity for individual records, users can click the side panel icon next to the record name.

Contact Intelligence View

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 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.

The Intelligence View for Leads and Contacts provides a number of benefits, including:

  • A single view of all lead and contact activity, including calls, emails, and meetings.
  • The ability to quickly identify leads and contacts that need attention.
  • The ability to take action on leads and contacts directly from the Intelligence View.
  • The ability to customize the Intelligence View to meet your specific needs.

Some additional tips for using the Intelligence View:

  • Use the filters to narrow down the results to the leads and contacts that are most important to you.
  • Use the actions to take quick action on leads and contacts, such as scheduling a call or sending an email.
  • Customize the Intelligence View to meet your specific needs. For example, you could add additional columns to the view or change the order of the columns.
The Intelligence View is a valuable tool that can help you to improve your sales productivity.

I hope this article has been helpful. I would love to hear your feedback on the post. Please let me know what you think in the comments below.

Resource:



Comments

  1. Sam BirdAugust 28, 2023 at 7:50 PM

    What license(s) will this be available for?

    ReplyDelete

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