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How to add Activity to Lead(s)

Lead Activity is any event that is of importance in the life-cycle of lead. This article explains how to add an Activity to a Lead(s).

Procedure

You can create an activity for a single lead in two different ways. They are:

1. From the Lead Details window

To create an activity from the Lead Details window:

  • From the default LeadSquared dashboard, go to Leads -> Manage Leads. The Manage Leads window appears.

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  • Under Lead Names, click the required lead which directs you to the Lead Details window of the corresponding Lead.

  • Click Add Notable Activity. The Add Notable Activity pop-up box appears.

  • Select the required activity from the Activity Type drop-down list.
  • Select the date from Activity Date date-time field.
  • Add the required description in the Notes field.
  • Add a task if required. For information on how to to add a Task, refer to How to create Tasks and schedule Reminders?.

Note: The Score of the lead allows you to distinguish important leads from others. For more information on Lead Score, refer to How does Lead Scoring work?

  • Click Add. The Activity is added to the Activity History pane of the Lead Details window.

2. From the Managed Leads window

To do this:

  • From the Managed Leads window, select the required Lead under Lead Name.
  • Against the selected Lead, under Actions click button and select Add Activity. The Add Notable Activity pop-up box appears.

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  • Follow the same steps on how to add the activity from the section 1. From the Lead Details window.

Once the activity is added, it is shown under the Activity History pane of the corresponding Lead Details window.

How to Add Activities for Multiple Leads

You can also add activities for multiple leads at the same time from the Managed Leads window. To do this:

  • From the Managed Leads window, select the required leads under Lead Names and click Actions -> Add Activity.  The Add Notable Activity pop-up box appears.

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  • Follow the same steps on how to add the activity from the section 1. From the Lead Details window.

The activity is added to the Leads Details window of all the selected leads.