Linking an activity to a lead keeps every follow-up call, email, and message attached to the enquiry it belongs to. This means your team can see exactly what has been done and what is still outstanding as the lead moves through your pipeline.
Step 1: Navigate to Activities
Start by logging into your Pabau account. Then, from the left-hand side menu, click on Activities and select Activities from the expanded list.
Step 2: Click Create Activity
On the Activities page, click the Create activity button in the top-right corner.
Step 3: Select the Activity Type
The Create Activity window will open. At the top, you will find a row of icons representing the available activity types, such as email, call, message, meeting, and idea.
Click the icon that matches the task you are creating. The Subject field underneath will populate automatically with the default subject for that activity type, and you can edit it to something more specific — for example, "First follow-up call" or "Send treatment price list".
NOTE: Activity types, along with their default subjects and durations, are configured under Setup > Objects > Activity Types. For more details, refer to the article on how to create and manage activity types.
Step 4: Set the Date, Time, and Note
Next, define when the activity should take place:
- Start date – the date the activity is due to begin.
- Start time and End time – the time slot for the activity. The end time is suggested automatically based on the default duration of the selected activity type.
- End date – the date the activity finishes, useful for tasks that span more than one day.
Underneath, use the Add an activity note field to record any context that will help whoever picks up the task, such as what the lead enquired about or which points to cover on the call.
Step 5: Assign the Activity
Click the Assign this activity to dropdown and select the team member responsible for completing the task. The activity will then appear in that user's activity list and in the Assigned to user column on the Activities page.
Step 6: Link the Activity to a Lead
Click the Select Lead dropdown and start typing the lead's name.
Once linked, the activity will also be visible on the lead's card, alongside the other activities and notes recorded for that enquiry.
NOTE: An activity can be linked either to a lead or to a client, not both. Once you select a lead, the Select Client field below becomes unavailable.
Step 7: Save the Activity
If the task has already been completed and you are logging it for the record, tick the Mark as done checkbox.
When you are ready, click Save. The activity will appear in the list on the Activities page with a Pending status until it is marked as complete.
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