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

1. Feature Overview

On the Lead Details page, you can create a Custom Activity Tab for any system or custom activity type on your account. From this tab, you can view the logs for the selected activity type. For example, create a tab that displays only Meetings, Demos, and Home Visits.

2. Prerequisite

You must be the Administrator of your LeadSquared account.

3. Create Custom Activity Tab

1. Navigate to Leads>Manage Leads.
2. On the Manage Leads page, click on any lead.
3. On the Lead Details page, below Lead Actions, click .
4. On the Add an activity tab pop-up, enter the tab name and select the activities for which you’re creating the tab.
   • To display this tab by default when you open the Lead Details page, alongside Set as Default Tab, click .
5. Once you’re done, click Save.

4. Other Actions

• To move between different tabs, click .
• To reorder the tab positions, click and drag the tabs to where you want to place them.
• To view the list of all the activity tabs, click .
  • You can change the default activity tab using this list. Move the cursor along the list and alongside the required tab, click Default.

Any Questions?

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