Insight fields in contacts

Insight fields are system-computed, read-only fields that derive their values from related activities, communications, and record events. These fields update automatically based on activity data. These fields cannot be edited or configured. They appear on the contact details page and help users clearly understand engagement history, prioritize follow-ups, and analyze interactions without entering data manually. These fields may also be available for use in filters, allowing users to segment contacts, create views, and drive automation based on engagement and activity data.

Use cases

Prioritizing follow‑ups based on recent engagement

Sales reps can use Last activity, Last activity on, and Last conversation type to quickly identify contacts that were recently engaged. Recent calls or emails indicate active interest, helping reps prioritise timely follow‑ups without reviewing the full activity timeline.

Ensuring no upcoming tasks or meetings are missed

With Upcoming activity and Upcoming activity on, users can instantly see scheduled tasks or events for a contact. This helps reps prepare in advance and ensures important calls, meetings, or demos are not overlooked.

Measuring engagement health of a contact

Email count, Call count, and Conversation count provide a quick view of how actively a contact is being engaged. Higher counts suggest active communication, while low activity highlights contacts that may need follow‑up or nurturing.

Tracking ownership and record changes for accountability

Fields such as Last assigned on, Modified by, Modified on, Created by, and Created on show who owns the contact and who last updated it. This supports clear ownership, avoids duplicate actions, and enables smooth handovers between users.

Available insight fields

Last activity

Stores the most recent past activity associated with the contact record, based on the date and time closest to the current time.

The most recent activity is:

• Event when an event’s Start date (date and time) is the closest past date and time.
• Task when a task’s Due date (date and time) is the closest past date and time.
• Note when a note’s Created on date and time is the most recent past date and time.
• Call when a call’s Start date and Start time is the most recent past date and time.
• Email when an email’s sent or received date and time is the most recent past date and time.

Last activity on

Stores the date and time of the activity identified as Last activity, using the relevant timestamp for that activity type.

Upcoming activity

Stores the nearest future activity associated with the contact record, based on the date and time closest to the current time.

The upcoming activity is:

• Event when an event’s Start date (date and time) is the closest future date and time.
• Task when a task’s Due date (date and time) is the closest future date and time and the task is not closed.

Upcoming activity on

Stores the date and time of the activity identified as Upcoming activity, using the relevant timestamp for that activity.

Last email sent on

Stores the date and time of the most recent email sent for the contact record.

Last email received on

Stores the date and time of the most recent email received for the contact record.

Last email received by

Stores the user who received the most recent email for the contact record.

Last email sent by

Stores the user who sent the most recent email for the contact record.

Email count

Stores the total number of emails, sent or received, for the contact record.

Last outgoing call on

Stores the date and time of the most recent outgoing call.

Last incoming call on

Stores the date and time of the most recent incoming call.

Call count

Stores the total number of calls (incoming and outgoing) logged for the contact record.

Last outbound conversation on

Stores the date and time of the most recent outgoing conversation type (email sent or outgoing call).

Last inbound conversation on

Stores the date and time of the most recent incoming conversation type (email received or incoming call).

Last conversation type

Stores the most recent conversation type that occurred for the contact record (email sent, email received, incoming call, outgoing call).

Last conversation on

Stores the date and time of the Last conversation type.

Conversation count

Stores the total number of conversations (emails and calls) linked to the contact record.

Last assigned on

This field displays the date and time when the contact was last assigned to an owner.

Modified by

Stores the user who last updated the contact record.

Modified on

Stores the date and time when the contact record was last updated.

Created on

Stores the date and time when the contact record was created.

Created by

Stores the user who created the contact record.