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          See Deal Engagement at a Glance in Pipeline Inspection

          See Deal Engagement at a Glance in Pipeline Inspection

          Add the Activity column in Pipeline Inspection to see a heatmap of engagement for each opportunity. Use it to review the types of interactions taking place, compare customer-initiated and seller-initiated activity, and decide which opportunities to follow up on first.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise, Performance, and Unlimited Editions with Sales
          Available with Revenue Intelligence, which is available for an additional cost in: Enterprise and Unlimited Editions

          When you add the Activity column to your Pipeline Inspection view, you can gauge engagement levels at a glance in an easily scannable heatmap view. The heatmap tracks inbound and outbound interactions such as calls, events, and emails. Outbound entries reflect engagements initiated by you, the seller, while inbound entries reflect customer-initiated engagement from your contacts, leads, or opportunities.

          The Activity column in Pipeline Inspection, showing outbound activities that occurred on a certain day. The side panel shows a detailed list of activities related to the opportunity.

          These types of activities are tracked in the heatmap. Some activities only get counted when they’re outbound. Manually created or manually logged tasks such as To-Do List items aren’t tracked in the heatmap, but they remain visible in your activity timeline and in the Activity tab on the side panel.

          Outbound and Inbound Activities Tracked
          Activity Type Outbound Inbound
          Completed cadence Yes No
          Call Yes No
          Event Yes No
          Email Yes Yes
          List email Yes No
          Voice Call Yes Yes
          Video Call Yes No
          SMS (Text message) Yes Yes
          Web message Yes Yes
           
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