Get Started

Activity Feed & Streak Tracking

2 min read

Table of contents

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
Was it helpful ?