How to Add Activity in Salesforce Lightning
Here’s a step-by-step tutorial on how to add activity in Salesforce Lightning:
- Open the record page (e.g., Lead, Opportunity) where you want to create a related activity.
- Select a record.
- Look for a section titled Activities or a similar label.
- Choose the Activity Type and fill in the details.
- For example, you can click on the New Task button to create a task for the Lead.
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