Sales
Activities and follow-ups
Record activities for a lead or opportunity, schedule follow-ups, and review what is due or overdue.
What this does
Activities record calls, emails, meetings, demos, notes, and follow-ups associated with a lead or opportunity. Review scheduled, completed, and overdue items in Activities.
Steps
- Select New Activity, choose an activity type and whether it relates to a Lead or Opportunity, then select the record.
- Enter a title and any notes. Add a date and time to schedule it, then select Save Activity.
- Use the calendar, search, type, status, owner, related-record, and date filters to find activities. Open a lead or opportunity to mark its next action done or reschedule it.
Result
The activity appears in the activity list and in the related lead or opportunity timeline. Continue to Create and manage leads.
Related/Next guide: Create and manage opportunities.