Lesson: 07 | Lead Intelligence View

Notes

Notes

The Lead Intelligence View is a feature within Salesforce that provides a specialized way to interact with and manage your leads.

Filtering Leads: It allows you to quickly filter and sort your leads based on specific criteria, making it easier to focus on leads that meet your current needs or preferences.
Aggregate Activity Statistics: It provides you with aggregated statistics for the leads displayed in the Intelligence View. These statistics offer insights into lead activity and engagement, helping you make informed decisions about your outreach efforts.
Taking Action: You can take action directly from the Leads tab within the Intelligence View. This means you can engage with your leads, such as sending messages or setting tasks, without having to navigate to different sections of Salesforce.
Detailed Activity Information: You can access detailed activity information for individual lead records by clicking on a side panel icon next to the record name. This feature allows you to drill down into the specific activities and interactions associated with each lead.
Lead Activity Metrics: The Intelligence View provides various metrics related to lead activities. These metrics include counts for different lead activity categories, such as total leads, leads with no activity, idle leads, leads with overdue activities, and more. These metrics help you assess the engagement status of your leads.

Please note that the availability of the Lead Intelligence View is contingent on your Salesforce administrator enabling it in the Salesforce Setup and configuring the appropriate button layout for the Lead List View. This feature enhances your lead management capabilities, making it easier to track and engage with leads within the Salesforce platform.

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Lesson: 07 | Lead Intelligence View

Notes

Administrator Course