How to Add An Activity in Lead?

Step 1: From the left side menu bar select the “CRM” module and click on “Leads” from the menu dropdown. (CRM > Leads)

Step 2: You will be redirected to the leads dashboard. From the top menu bar click on “Manage Leads” or “My Leads” accordingly.

Step 3: Click on the “Lead ID” of the lead to which you want to add the activity.

Step 4: From the right side click on the “Activity Tab”.

Step 5: Click on the “+” button and fill in the activity details here to add an activity.