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Help / Sales & CRM / 1 min read

Logging Performance Activity

Record one of seven completed activity types from My Day and understand what that log does—and does not—update.

Verified August 13, 2026 · FastIQ staging; My Day Log Activity dialog and command-center activity route, workspace badge v1.10.2

My Day includes a quick logger for completed sales and relationship activity. These entries feed the Today and This Week counts and the activity streak shown on My Day.

The seven activity types

  1. Phone Call.
  2. Text / SMS.
  3. Email.
  4. Meeting.
  5. Open House.
  6. Partner Visit.
  7. Social Touch.

Log an activity

  1. In the Leads workspace, open Performance > My Day.
  2. Select Log Activity in the page header.
  3. Choose the Activity Type.
  4. Add optional notes describing the completed work.
  5. Select Log Activity. My Day refreshes the activity count and streak after the entry succeeds.

What this logger does not do

  • It does not place a call, send a text, send an email, or schedule a meeting.
  • The current dialog does not ask for a lead or partner, so an entry created there is not a lead-specific timeline note.
  • Use the communication and note controls on the relevant lead when the record must be tied to that borrower.

activitylogcalltextemailmeetingmy day