Intelligence360 provides inline-interactive inspection capabilities for any CRM record on a report. From any report, you can click into and view additional record details.

Note: Different content types provide different details, but Accounts / Opportunities / Contacts / Leads / People content types provide a list of related activity, enriched with extra data from Intelligence360.

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Viewing the record details from a report

Activity Icons

Viewing the record details from a report

1. Click the icon or any blank space of the record.
2. Once you've clicked the icon, the details pane will open, this is an overlay on the right of every report.
3. Click the Activity tab to view all the related activity for a record. The activity tab will show the engagement with the most recent first, then moving back.

This view differentiates, in chronological order, inbound/outbound/mutual activities by position and includes activity related data and the option to expand for even more information.

• Left: inbound (ex. you'd see emails you've received here)

• Right: outbound (ex. you'd see emails you sent here)

• Middle: mutual activities (ex. meetings you & your customers both attended)

Pro tip: Click View Thread to expand the timeline of an entire thread and click on the subject to expand the individual activity!

Activity Icons

In your activity inspection, you'll see that each activity has an icon next to it that's there to help you easily identify what type of activity you're looking at. These are the activities (and their icons) that you might see:

Icon	Description
	Account
	Amount (increase / decrease)
	Attachment
	Campaign
	Campaign Member
	Candidate
	Close Date (pushed / pulled)
	Closed Lost
	Closed Won
	Contact
	Content Share
	Content Share View
	Email
	File
	Job Order
	Job Submission
	Lead / Lead Status
	Meeting
	Note
	Opportunity
	Opportunity Products
	Placement
	Recording
	Sendout
	Stage
	Task

If you run into issues, please contact support.