Use the Lead Details View Customization feature to add the Sales Activity Button to the Lead Details page.
- Navigate to My Profile>Settings>Leads>Lead Details View.
- Click Create, or edit the sample view.
- Navigate the Actions tab, and drag the Sales Activity action to the list of action buttons.
Once saved, apply the Lead Details View to a team. When a user from that team logs in to LeadSquared, they’ll now see the Sales Activity button on the Lead Details page.
Was this Helpful?
Let us know if you liked the post and help us improve.