Add An Existing Activity To A Process

Sometimes you might find that you have an Activity you'd like to include in another Process. One example would be if you start using a Leads Process and find you'd like to include your Template Activity.  Here are instructions for including the Template Activity in your Leads Process. For more on tracking your Sales activity with a Leads Process see Related Articles.

To Include Template in your Leads Process

add activity to lead process

  1. Go to Settings > Job > Activity Types.
  2. Next to Process click All.
  3. On the right side of Template Click the No under the Lead process.
  4. Click Add.

Still need help? Contact Us Contact Us