Quick summary
Adding an activity in Salesforce Lightning lets you log tasks, calls, and events directly on a Lead or Opportunity record. This keeps your team's pipeline data accurate and ensures every customer interaction is tracked in one place.
Steps
- Open the record page (such as a Lead or Opportunity) where you want to create a related activity.
- Select a record from the list to open its detail view.
- Locate the Activities section on the record page — look for a panel titled Activities or a similar label.
- Choose the Activity Type and fill in the relevant details for the activity.
- Click the New Task button to create and save a task linked to the Lead or record.
