linkedin
  • Become a Seller

How to Add Activities to Leads and Opportunities in leadsquared?

Nitya . Aug 12, 2023

A:
  • Start by going to the Leads section in the main menu and selecting Manage Leads.
  • In the list of leads, find the specific lead you want to add the activity to.
  • Move to the icon under the Actions column for that lead.
  • Choose Add Activity from the options that appear.
  • A pop-up Add Notable Activity will come.
  • Pick the activity type from the dropdown menu next to Activity Type.

Note. If necessary, you can also include a task by clicking Add Task and put the required information.

Aug 12, 2023

Was this helpful? upvote icon 0 downvote icon 0
img

Did not find the question you are looking for?

Get fast answers from real users and our software experts

menlaptop

Have a Question in Mind?

Get answers directly from verified users and our software experts

Software icon representing 20,000+ Software Listed 20,000+ Software Listed

Price tag icon for best price guarantee Best Price Guaranteed

Expert consultation icon Free Expert Consultation

Happy customer icon representing 2 million+ customers 2M+ Happy Customers