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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 tab and click Intelligence View.
May 13, 2024
Sep 17, 2023 · View lead activity and engagement metrics, see insights, take action, and update records all in one place in the Lead Intelligence View.Required Editions...
Video for search Lead Intelligence View Salesforce
Duration: 4:22
Posted: Oct 19, 2023
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Oct 15, 2023 · Users can view lead activities, take action, and update records, all in one place in the Lead Intelligence View. Previously, Lead Home provided only simpl.
Nov 6, 2023 · Now, let's see how you can access the Lead Intelligence View. As you go to Setup, find Lead Intelligence View Setup under Sales. As you click it, you'll ...
Aug 29, 2023 · ... Intelligence View in the Quick Find box, then select Contact Intelligence View Setup. ... The same goes for the Lead Intelligence View. And ... see our official ...
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Video for search Lead Intelligence View Salesforce
Duration: 4:00
Posted: Feb 7, 2024
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Nov 6, 2023 · ... Lead Intelligence View is a different way of looking at your leads in Salesforce ... Type Lead Intelligence View Setup in the quick find box. ... lead page layouts ...
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Dec 14, 2023 · I enabled the new Lead Intelligence View in Setup and added the button to Leads, it does show up in the Leads list view header. I can change the.
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Dec 18, 2023 · Lead Intelligence View engagement metrics let sellers quickly see an overview of which leads are engaging and which need more attention. Insights include...