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Activity Feed & Streak Tracking

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Engage+

Two small but motivating features live on your dashboard: the Activity Feed shows your last 6 outreach actions across all leads, and the Streak Counter tracks consecutive days of pipeline activity. Together they create a lightweight habit loop that rewards consistent daily outreach.

The Activity Feed #

The Activity Feed lives in the left column of the bottom row of your dashboard. It shows the 6 most recent notes you've added across any lead, in reverse-chronological order.
  • Carrier name — clickable, opens the lead detail panel
  • Note content — truncated to one line
  • Time ago — e.g. "5m ago", "2h ago", "3d ago"
  • Note category icon — coded by note type (call, email, drop-in, general)

What Counts as Activity #

Anything that produces a row in the lead notes table appears in the feed. That includes:
  • Manually-added notes from the lead detail panel
  • Auto-generated "Contacted via Daily Action Plan" notes
  • Auto-generated "Call Logged" notes from the call assistant (includes outcome and your custom notes)
  • Auto-generated entries when you change a lead's pipeline stage
Bulk imports don't count

If a note was created by a bulk operation or admin import, it still appears in the feed. The streak counter, however, only rewards your outreach actions on the day they happened.

Empty State #

First-time users see a prompt

If you haven't added any notes yet, the feed shows "Start by contacting a lead above!" with a clipboard icon. Once you make your first call or send your first email, the feed populates immediately.

How the Streak Counter Works #

The streak is the number of consecutive days you've added at least one note. It appears in the top-right of the dashboard greeting banner with a fire emoji and a "day streak" label.

Calculation

  • We pull every distinct day you've added a note in the last 60 days
  • Starting from today, count back day by day — each day with activity adds 1 to the streak
  • First day with no activity ends the count
  • Streak only shows when it's at least 1 day

Streak Examples #

Recent activityStreak shown
Notes added today, yesterday, day before3-day streak
Notes added today and 2 days ago1-day streak (yesterday broke it)
Notes added yesterday but not today1-day streak (yesterday still counts as the start)
Notes added 5 days running, then nothing for 3 daysNo streak shown
No notes everNo streak shown
The streak resets at midnight

Day boundaries are based on your timezone (set in Profile). A note added at 11:59 PM counts for that day; a note added one minute later counts for the next day.

Why Streaks? #

Daily outreach is the highest-ROI activity in the entire platform. Carriers don't convert from a single call — they convert from consistent contact over weeks. The streak counter is a small but effective nudge: showing up every day, even just to log one note, compounds into a healthy pipeline.
Five minutes a day beats one hour a week

A 30-day streak almost always means a healthier pipeline than a single 4-hour blitz once a month — even if total time spent is the same. Use the streak as your minimum daily bar.

If You Break Your Streak #

Missed a day? Don't over-correct. The streak resets to 0, but the next note you add starts a new one. The rolling 60-day window means you have plenty of room to rebuild.
  • One note per day is enough to extend the streak. Even a quick "left voicemail" counts.
  • The Daily Action Plan queue makes the daily minimum easy — one card actioned = one note logged.
  • The Tuesday change-signals email usually hands you 1–2 leads worth a quick check-in — an easy way to keep a streak alive on a slow day.
Updated on April 29, 2026
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