Create an activity from a lead
Schedule a call or follow-up task directly on a lead so it doesn't get forgotten.
Table of Contents
Open the lead card and click the blue + at the bottom right.
Choose Activity.
Pick the type, such as a call or task, and add a subject.
Set the due date and time and assign someone.
Save.
The activity appears on the lead's timeline, and in the assigned person's activities. Leads with nothing planned show under Needs attention.
Up next
Next, read Reply to a lead by email.