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Record lead activities and notes
When to use it
Use this guide when you need to record lead activities and notes.
Before you start
- Open Lead from the module menu. Your account must have access to this screen and permission for the action you want to complete.
What this changes
The lead’s activity history and notes record the follow-up work.
Lead actions change prospect details and follow-up history. Conversion creates the customer handoff and limits further lead edits or deletion.
Steps
- Open the lead details.
- Use Log New Activity and choose the relevant activity, such as Call Logged, Email Sent, Meeting Scheduled, or Note Added.
- Enter a title and the outcome or next steps, then select Save Activity.
- Use the separate notes Save action when updating the company profile notes.
Screenshot to add: Lead: record lead activities and notes. Capture filename: images/record-lead-activities-and-notes.png.
Restrictions
Choose the actual activity and date information shown by the form. Saving an activity does not itself send an email or make a phone call.
If something went wrong
After an unclear Save Activity or notes Save, reopen the lead's activity history and notes before recording the same update again.
If an activity was saved against the wrong lead or describes the wrong event, give the lead owner both references and the correct account of what happened. No saved-activity edit/undo control is described here; agree how to record the correction visibly. For editable profile notes, correct them through the separate notes Save action.
Check the correction
Check the intended lead's history and saved notes. Tell the owner if the earlier entry gave the wrong follow-up; recording an activity does not send an email or make a call.