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How to Add a Custom Activity

LeadSquared comes pre-built with a number of core or system activities like email bounced, email link clicked, website page visited, lead captured, etc. We automatically post these activities against your leads whenever they are performed. The activities then appear in the Manage Activites page or on the lead’s detail page.

Note: This article shows you how to create activity types. Once you’ve created an activity type, you can add activities of that type to your leads from the Manage Activities page.

In addition to core activities, you can also create custom activities to accommodate your own unique use cases. You can also add fields within each custom activity to capture relevant data. Here are some examples –

IndustryCustom Activity
Real EstateSite Visit
EducationAttended Fair
HealthcareClinic Visit
FinanceKYC Document Collection
TravelItinerary Shared
GenericAttended Webinar, Downloaded Document, Had a Phone Call

 

Create a Custom Activity

  1. Navigate to My Account>Settings>Customization>Custom Activities & Scores and click Add.
  2. On the Add Custom Activity Type pop-up, enter the relevant activity details, then click Next. See the table below for more details.
  3. Now add custom fields related to the activity. Notes, Status and Owner fields are available by default. Click Add Field to add more custom fields. Select the Type as String, Number, DateTime, DropDown or User. You can also mark fields as mandatory. Click Next to go to the final step.
  4. Customize how you want your add/edit activity forms to appear. Drag and drop the fields you want displayed on the form from Available Fields to Activity Details. Click Add Section to add another section to the form.
  5. Click Save.

new custom activity type

Fields on the Add Custom Activity Type form (step 1 of 3) –

 FieldDescription
NameName the activity here.
DescriptionDescribe the activity here.
ScoreAssociate a lead score with the activity. See Lead Score.
DirectionInbound or Outbound.
Delete ActivityAllow users to delete the activity. If you want to select CRUD permissions for specific users, see Permission Templates.
Track LocationTrack the location the activity was created from (for mobile users).
Log Activity ChangesLog updates to the activity. See How to Log Activity Updates.
Allow pre-dated ActivitiesIf you check this option, users won’t be able to add activities on earlier dates.
Show in Activity ListShows in the activity list on the Manage Activities page.
Allow AttachmentsAllow users to attach files to the activity.
Quick AddQuick add the activity on the lead details page without opening the add activity form. Use this feature if the activity is very common and you need to add it to a large number of leads. See the image below.

Quick Add activity on the Lead Details page –

Quick Add on lead details page

Note: If you want to add dependent fields, see How to Add a Dependent Field.