Insight Fields in Pipelines

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 and cannot be edited or configured. They appear on the pipeline record’s 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 pipeline records, create views, and drive automation based on engagement and activity data.

Last activity

Stores the most recent past activity associated with the pipeline 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 pipeline 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 date and time of the activity identified as Upcoming activity, using the relevant timestamp for that activity.

Last assigned on

Stores the date and time when the pipeline record’s owner was last changed.

Last email sent on

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

Last email received on

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

Last email received by

Stores the user who received the most recent email associated with the contact record.

Last email sent by

Stores the user who sent the most recent email associated with the contact record.

Email count

Stores the total number of emails, sent and received, for the pipeline 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 pipeline 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 pipeline 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 pipeline record.

Record age (in days)

Stores the total number of days the pipeline record has existed in the system.

Current stage modified by

Stores the user who last updated the pipeline record’s current stage.

Current stage modified on

Stores the date and time when the pipeline record’s current stage was last updated.

Current stage age (in days)

Stores the number of days the pipeline record has remained in its current stage.

Created on

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

Created by

Stores the user who created the pipeline record.

Modified on

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

Modified by

Stores the user who last updated the pipeline record.