#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
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.
References & Useful URLs
- For Related Winter ’24 Release Note Article – Click Here
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