Working with lead import activity information

Use this view to add an activity to each imported lead. The full text of the activity, date, and time displays on the Activities tab for the detail views.

To schedule an activity:

Create a group action and select Schedule Phone Call, Schedule Meeting, or Schedule To-Do when importing leads. See Importing leads from a list
Click Calendar to select the date in the Start Timefield.
Select the Timeless check box, if the activity does not require to occur at a specific time.
Specify time in Minute(s), Hour(s), or Day(s) to determine the activity length time in the Duration field.
Select the Auto Rollover to Next Day check box to automatically roll over the activity to the next day, if the activity is not completed on the scheduled date.

Note: This option is only available if Timeless is selected.
Select the Reminder check box, specify time in either, Minute(s), Hour(s), or Day(s) if you require to be reminded of the activity before it occurs to determine how early before the event you must be notified.
Select an item from the list in the Regarding field.
Select an item from the list in the Priority field.
Select an item from the list in the Category field.
Specify additional information for the activity in the Notes area.
Click Save.

Note: The activity leader is determined for each lead after the lead is imported.