# Lead Activity

### Create **a Follow-Up** for a Lead <a href="#create-a-follow-up-for-a-lead" id="create-a-follow-up-for-a-lead"></a>

You can add follow-up for that you created lead.

To add follow up

Hover the mouse on the lead and click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FujXd1MhJMzggYFywFwBO%252F0.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=842e701b\&sv=2) for the record to which you would like to add follow-up and click the **Follow-Up** button

<figure><img src="/files/6vPRSp0xmNoo82GdUdHj" alt=""><figcaption></figcaption></figure>

Enter the details on the follow-up page and **save** the form

<figure><img src="/files/D6U1vIN688hB4QTAJX1n" alt=""><figcaption></figcaption></figure>

### Create a Meeting for a Lead <a href="#create-a-meeting-for-a-lead" id="create-a-meeting-for-a-lead"></a>

You can add a **Meeting** for that you created lead.

To add Meeting

Hover the mouse on the lead and click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252F0QnR4ZPAiInPDmoRFEtT%252F3.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=3836cf30\&sv=2) for the record to which you would like to add a meeting and click the **Meeting** button

<figure><img src="/files/XSjpKwSVlo7IvjkSbmm1" alt=""><figcaption></figcaption></figure>

Enter the details on the meeting page and **save** the form

<figure><img src="/files/owrsjepOxwP7rpqW2EEK" alt=""><figcaption></figcaption></figure>

### Create a **Call Log** for a Lead <a href="#create-a-call-log-for-a-lead" id="create-a-call-log-for-a-lead"></a>

You can add a **Call Log** for that you created a lead.

To add a Call Log

Hover the mouse on the lead and click on the Action (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FjpJXz5pO4p9op17WHC7a%252F6.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=f26b1a46\&sv=2) for the record to which you would like to add a call log and click the **call log** button

<figure><img src="/files/R2nHFUj7uYJ2L6ByejZD" alt=""><figcaption></figcaption></figure>

Enter the details in the call log page and **save** form

<figure><img src="/files/1Y70Y6Do2U1cc686Y52B" alt=""><figcaption></figcaption></figure>

### Create a Task for a Lead <a href="#create-a-task-for-a-lead" id="create-a-task-for-a-lead"></a>

You can add a **Task** for that you created lead.

To add task

Hover the mouse on the lead and click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FnNWFPooNwKw6klqHYWpp%252F9.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=6d8a7fe9\&sv=2) for the record to which you would like to add a task and click the **Task** button

<figure><img src="/files/GYyZT02H6MbxK5FwEx4m" alt=""><figcaption></figcaption></figure>

Enter the details on the task page and **save** the form

<figure><img src="/files/YLrrLVdpoJUgFux0aPpB" alt=""><figcaption></figcaption></figure>

### Convert Lead <a href="#convert-lead" id="convert-lead"></a>

You can convert the lead into an opportunity

To convert lead

Hover the mouse on the lead and click on the Action menu (3 vertical dots) ![](https://help.quickappflow.com/~gitbook/image?url=https%3A%2F%2F531923687-files.gitbook.io%2F%7E%2Ffiles%2Fv0%2Fb%2Fgitbook-x-prod.appspot.com%2Fo%2Fspaces%252FnhvnNmu6p9CSODwQTjgf%252Fuploads%252FTtkbQDWwTG4zsRPcVTYm%252F12.png%3Falt%3Dmedia\&width=300\&dpr=4\&quality=100\&sign=dc9f39e0\&sv=2) for the record that you would like to convert and click the **convert** button

<figure><img src="/files/KlxQspr4lH41DaLqDA9K" alt=""><figcaption></figcaption></figure>

You need to select **pipeline**, **stage** and **move this lead to the stage**. where you want to move in opportunity and click on the **save** button

<figure><img src="/files/94P0BMljsIbJZ9wDZ9zz" alt=""><figcaption></figcaption></figure>

Last updated 10 December 2025


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