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 add plus.
  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 Checkbox.
  5. Once you’re done, click Save.

LeadSquared - Add custom activity tab

 

4. Other Actions

  • To move between different tabs, click Right Arrow.
  • 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.
Note: 
  • The tab level actions performed for one lead will be applied by default to all the leads in your account.
  • The list also displays custom tabs created using the Custom Tab ConnectorTo know more, see Custom Tab Connector.

LeadSquared - Managing Custom activity tabs

 

Any Questions?

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