• Select Sales
  • Select Activity
  • Click on 'Add Activity'
  • Select a customer and contact
  • You can add a new customer or contact
  • Select who is doing the activity
  • Enter a summary of the activity
  • Select the lead connected to the activity
  • You can add a new lead
  • The other fields are optional
  • Click on 'OK'
  • Your activity is now added