Working with Lead Import Activity Information Fields

Use this view to add an activity to each imported lead. The full text of the activity, date and time appears in the Activities tabs for the Detail views.

To schedule:

  1. When importing leads, create a group action and select Schedule Phone Call, Schedule Meeting, or Schedule To-Do.
  2. In the Start Timefield, click calendar_new (Calendar) to select the date.
  3. If the activity does not need to occur at a specific time, select the Timeless check box.
  4. In the Duration field, specify time in either Minute(s), Hour(s), or Day(s) to determine the activity length time.
  5. Select the Auto Rollover to Next Day check box to automatically roll over the activity to the next day if it is not completed on the scheduled date. This option is only available if Timeless is selected.
  6. If you want to be reminded of the activity before it occurs, select the Reminder check box, specify time in either, Minute(s), Hour(s), or Day(s) to determine how early before the event you should be notified.
  7. In the Regarding field, select an item from the list.
  8. In the Priority field, select an item from the list.
  9. In the Category field, select an item from the list.
  10. In the Notes area, specify any additional information for the activity.
  11. Click Save.
    Note: The activity leader is determined for each lead after the leadould is imported.
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