#SalesforceWinter24 – New Intelligence View on Contact / Lead

#1MinuteTip #SalesforceWinter24 Users can now view contact/lead activities, take action, and update records, all in one place in the Intelligence View.

Previously, Contact/Lead Home provided only simple list views and required users to navigate to individual records to take action.

Product Area: Sales Cloud

Switch to Intelligence View on Contact / Lead

The 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.
New Intelligence View on Contact / Lead

References & Useful URLs

  • For Related Winter ’24 Release Note Article – Click Here

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