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How to Add and Manage Custom Activity Tabs in the Lead Details Page

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1. Feature Overview

On the Lead Details page, you can create custom activity tabs to display logs for specific activity types. For example, you could create a tab that shows only Meetings, Demos, and Home Visits, making it easier to review relevant activity without scrolling through the full history.

Note: You can add up to 50 tabs on the Lead Details page. To adjust this limit for your account, contact your account manager or write to support@leadsquared.com.

 

2. Prerequisites

You must be an administrator of your LeadSquared account.

 

3. How It Works

Custom activity tabs are created and managed directly from the Lead Details page. Each tab is configured with a name and one or more activity types. One tab can be set as the default, which opens automatically whenever a Lead Details page is loaded.

Tab-level changes apply account-wide. Any tab you create, reorder, or set as default will reflect across all leads in your account, not just the lead you are currently viewing.

 

4. Create a Custom Activity Tab

  1. Go to Lead Management>Leads and click any lead to open the Lead Details page.
  2. On the Activity Tab manager, click the 3 dotted menu, and select + Add New Tab.
  3. In the Add New Tab  pop-up, enter a tab name and select the activity types to include.
  4. To make this the default tab on the Lead Details page, enable Set as Default Tab.
  5. Click Save.

Add custom activity tab

 

5. Manage Activity Tabs

  • Switch between tabs: Select a tab to move between tabs.
  • Reorder tabs: Click and drag tabs to rearrange their positions.
  • View all tabs: Click the 3 dotted menu to see all activity tabs, including any created via the Custom Tab Connector.
  • Delete a tab: Custom activity tabs can be deleted from the tab list. System tabs cannot be deleted, but their display order and visibility can be modified through Lead Details Customization.
Note: The tab list also displays custom tabs created using the Custom Tab Connector. See Custom Tab Connector for details.

manage activity tabs

 

Any Questions?

Did you find this article helpful? Please let us know any feedback you may have in the comments section below. We’d love to hear from you and help you out!

How to Preserve Historical Created On date for leads while importing them in LeadSquared?

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This article helps you to understand how to import the CreatedOn field while doing a Lead import using a CSV file in your LeadSquared CRM. The CreatedOn field contains the date and time of when the Lead was created in your CRM.

For more information on how to import Leads using a CSV file into your LeadSquared system, refer to How to import leads to LeadSquared?

Procedure

Consider that you have several Leads in a different sales CRM. All the Leads have a Lead field called CreatedOn which contains the date-time value of when the Lead was created.

When you import these Leads to your LeadSquared system using a CSV file, it allows you to also import the CreatedOn field as well.

  • In Step 02 Map Fields of Lead Import, if there is a Created On field under Fields in CSV file, then that field is automatically mapped to the Created On field of LeadSquared. By doing so, the historical data of when the Lead was created is preserved even while importing to LeadSquared from another CRM. Please see the below image for reference.

import

  • If the Created On field in your CSV file is not automatically mapped to the Created On field of LeadSquared, you can also select Created On from the Map to LeadSquared field drop-down menu.

created on

After importing, you can view this value from the Lead Details window of the corresponding Lead in LeadSquared.

Configure page

In the above image, the Created On field has the date time value which was the same in the previous CRM.

Video_3.1

Lead Prioritization

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This Help Video allows you to understand the Lead Prioritization feature of your LeadSquared CRM in detail.

Lead Prioritization from Maanas Kalivarapu on Vimeo.

Email to List Reports

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The Email to List Report allows you analyze the performance of the Emails you had sent to a list of Leads. The Report allows you know the success/failure rate of the Emails through various metrics available in the report.

Prerequisite

  • You have logged into LeadSquared.
  • You have created and sent the email to the List of Leads using Email Campaign or from the Manage List window

Procedure

Email campaign

  • From the Type drop-down filter, select Email to list. The Emails that are sent to a list appears in the display grid below:

Email to list drop-down 

Email to list report

  • Under Name, click email to list icon against the required Email to List. The corresponding to Email to List report appears.

Email to list report1

Related Articles

How to Set Web Browser Notifications for Task Reminders in your LeadSquared CRM?

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This Help Article allows you to understand how to set web browser notifications for task reminders in your LeadSquared CRM. These browser notifications allows you to remind about the upcoming tasks in your LeadSquared CRM.

The task reminder notifications pop-up based on the time period you specify to remind while creating a task. Please see the below image for reference.

LeadSquared Tasks

A sample task reminder notification is shown in the image below:

LeadSquared Tasks

  • If your task is associated with a Lead, clicking the task reminder notification redirects to the corresponding Lead Details window.
  • If your task is not associated with a Lead, clicking the task reminder notification redirects to the corresponding task detail.

Prerequisite

  • You should use either Google Chrome, Mozilla Firefox or Opera as your web browser. Compatibility with other web browsers are not guaranteed.
  • Your Google Chrome browser must be of version 50 or higher
  • Your Mozilla Firefox browser must be of version 44 or higher

Procedure

How to Enable Notifications for your Web Browser?

Google Chrome

  • Log on to LeadSquared system. The default dashboard appears and also a pop requesting to show notifications appears.

LeadSquared Tasks

  • Click Allow you want the reminders to pop-up.

Mozilla Firefox

  • Log on to LeadSquared system. The default dashboard appears and also a pop up requesting to show notifications appears.

LeadSquared Tasks

  • Click Always Receive Notifications, if you want the reminders to pop-up.

How to re-enable Notifications for your Web Browser?

Google Chrome

If you want to re-enable the task reminder notifications after blocking, follow the steps below:

  • Go to your  LeadSquared system and click the Site Info from the address bar.

LeadSquared Tasks

  • Click Notifications and select Use global default (Ask). A new message appears below as highlighted in the image below:

LeadSquared Tasks

  • Click Reload. The LeadSquared window reloads and new permissions takes effect.

LeadSquared Tasks

Mozilla Firefox

If you want to re-enable the task reminder notifications after blocking, follow the steps below:

  • From your Firefox browser, go to your LeadSquared system and click the Site Info from the address bar.

LeadSquared Tasks

  • The permission is set to block in the Receive Notifications drop-down. Select Always Ask and reload the page. A pop up appears requesting to receive notifications or not.

LeadSquared Tasks

Note: Notifications do not work properly, if multiple users of your LeadSquared CRM use the same browser in the same computer.

Example: Consider if a Sales User logs onto your LeadSquared CRM. The user gets the pop-up box requesting to show the notification. The User allows it and creates a task based on his requirement.

After this, consider that an administrator logs onto your LeadSquared CRM by using the same browser in the same computer. The administrator not only does not receive a pop-up box requesting to show the notification but also receives the task reminders which was set by the Sales User. The following error message appears in the Task Grid/Lead Details Page, if you click  the task reminder.

”Task not found/Lead not found” 

This browser specific issue happens because once a LeadSquared user allows the notification using the Receive Notification pop-up box, it is stored in the browser based on the user details. If another LeadSquared user logs onto your LeadSquared CRM using the same browser, the previous user details are used and the Receive Notification pop-up box does not appear. The tasks corresponding to the previous user also appears which is not valid to you.