How To Add Activity In Salesforce Lightning

How To Add Activity In Salesforce Lightning

1. Log In: Access your Salesforce Lightning account.
2. Navigate to the Record: Go to the record (like a contact or account) where you want to add the activity.
3. Find the Activity Section: Scroll down to the 'Activity' section on the record page.
4. Click on 'Log a Call' or 'New Task': Choose the type of activity you want to add.
5. Fill in Details: Enter the necessary information such as subject, date, and description.
6. Set the Status: Choose the status of the activity (e.g., Completed, In Progress).
7. Assign to Users: If needed, assign the activity to a specific user.
8. Save the Activity: Click the 'Save' button to add the activity to the record.