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Help / Lead Record / 1 min read

Using the Lead Activity Tab

Use Stream, Communications, and Notes to reconstruct what happened on a lead.

Verified August 14, 2026 · Current FastIQ lead-record UI and supporting product source checked August 14, 2026

Activity presents three views of the same lead history. Choose the lens based on whether you need the full event sequence, message activity, or staff context.

  • Stream shows timestamped milestone, communication, AI, document, portal, automation, and system events returned for the lead.
  • Communications shows the lead’s message history and available communication tools. It also contains the Biweekly Rate Digest preference and completed Kelly-call entry points when those features are available.
  • Notes records lead-specific human context. Add information that belongs on this lead rather than using the separate My Day performance log.

lead recordActivity tabstreamcommunicationsnotesrate digest