How to Add an Activity to a Lead in CRM

Overview: 

This article provides a step-by-step process on how to add activities to a lead in CRM.  

Go to My Apps and open Okta.
In Okta, search for Xvantage for Associates(X4A) and open it.
Within X4A, hover over the left navigation menu and click Sales.
Select CRM from the Sales sub-menu.
In the CRM left navigation bar, navigate to Sales and select Leads.
You can change the view to All Leads to display all. 
It is best that you are in Read Only Grid View to expand the information displayed. If not, click Show As and click Read Only Grid at the command bar. 
Search the specific lead by using filter or the quick find bar beside edit filters. 
Click the name of the lead (a hyperlink) to open its details.
Click Related tab.
Select Activities from the options.
The Open Activity Associated View will be displayed.
Click +New Activity.
Select from the drop-down and update the information needed for the activity.
Click Save & Close to save the activity information.