Sales Activity Button on Lead Page

< 1 min read

Hi Team,

Greetings!

Issue / Requirement – Previously accounts in LS came with Sales Activity Button on Lead Page.

PFB:

Note – In New accounts, this Sales Activity Button won’t be available.

Solution – We have now “Lead Details View” in place to cater the need.

Step 1 – Navigation – Settings -> Leads -> Lead Details

Step -2

Note – Maximum of 5 Action Buttons are allowed.

Help Document

To enable, kindly reach out to your Account Owner or Raise a Request to Billings Ops.

Thanks
Happy Learning !

Updated on August 24, 2023