Activities are tasks or to-do items that you can add to a lead A lead is a possible sale opportunity for a prospective client or an existing client. . They can act as reminders to ensure that you (or another staff member) fully progress the lead within a set time (such as following up with the client).
To add an activity to a lead:
- In the Business menu, select Leads.
- On the Lead Manager screen, make sure the All Leads tab is selected.
- Drill down on the Name of the lead you wish to work with.
- Select the Activities tab, then click + Create New Activity.
- In the Add Activity dialog, provide the following information, as required.
Field Description Activity The subject or description of the activity. Who is Responsible? The name of the person responsible for completing the activity. Due Date The date that this activity is to be completed by. Select the date from the displayed calendar. -
Save your changes.
- The activity is added to the lead's activity list (activities are listed in due-date order).
- The activity also appears in the calendar on the Lead Manager, Activities tab.