How to Log Activity on a Lead
- In the sidebar, select Leads.
- Select the lead’s row to open the lead.
- In the Activity card, select Log activity. The Log activity dialog opens.
- Under Type, choose one of: Call made, Call received, Voicemail left, SMS sent, SMS received or Note. The default is Note.
- In Description, enter what happened.
⚠️ Heads up: Log activity stays disabled until Description has text.
- Select Log activity to save. Select Cancel to close the dialog without saving.
What to expect
The dialog closes and the entry appears in the lead’s Activity timeline with its date.
Need help?
| Symptom | Cause | Fix |
|---|---|---|
| Log activity is greyed out | Description is empty | Enter text in Description |
| The lead shows No activity yet. | You have not logged anything for this lead | Select Log activity in the Activity card |
| You want to send the lead an application | Applications start from the lead with Convert | See “How to Create and Screen a Tenant Application” |