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

nikita gadekar . Aug 12, 2023

To add and manage custom activity tabs in lead details page, follow the steps given below:

Go to Leads and choose Manage Leads.
Pick any lead on the Manage Leads page.
Under Lead Actions, find and click on Add +.
A new window titled Add an Activity will appear.
Fill in the tab's name and select the activities you want in the tab.
If you want this tab to be the first thing you see when you open the Lead Details page, mark the checkbox beside Set as Default Tab.
Click save.

Prakash Aug 12, 2023

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