Assign activities to leads

Keep every call and email attached to the enquiry it belongs to.

Table of Contents

Linking an activity to a lead shows what has been done and what is outstanding as the lead moves through your pipeline.

Create it

Open Activities and click Create activity.
Pick a type, such as a call or email.
Set the time and choose who to Assign to.
Under Lead, use Select Lead to find the person.
Save.

You will also find it on the lead’s card.

Up next

Next, read Edit activities.