Features
Activity Feed
One chronological stream of everything happening in your organization — who did what, on which lead, and when.
The Activity Feed answers the question every owner asks on a Monday morning: what actually happened last week? Rather than digging through individual leads, you read the whole team's work in one place.
What shows up#
| Activity | Recorded when |
|---|---|
| Lead added | Someone creates a lead, or one arrives from a channel. |
| Note added | A teammate writes a note on a lead. |
| Call logged | A call is recorded — by hand, or captured by the Android app. |
| Follow-up scheduled | A next step is set on a lead. |
| Follow-up completed | A scheduled follow-up is marked done. |
Use it as a coaching tool. The feed makes effort visible. A team member with plenty of leads but few logged calls or notes usually needs help prioritizing, not more leads — pair it with Reports for the outcome side of the picture.
Who sees what#
Owners see activity across the whole organization. Team members see activity on their own assigned leads. See Roles & Permissions.
Related#
- Dashboard — the summary view of the same work.
- Follow-ups — the next steps behind these entries.