Logging activity & points

Log activities and closed cases, fix mistakes, and read your streak, funnel and weekly recap.

• Log an activity and earn pointsTap a tile on the Log page to record a set, an opening or a closed case, and collect the points.Everyone
• Log a closed caseTap Closed on the Log page, enter each policy with its annualised premium and Year-1 FYC, then press Log Deal.Everyone
• Edit or delete something you loggedDelete a wrong entry from My Recent Activities, and fix a closed case's policy, premium, FYC or learnings in the closed deal editor.Everyone
• Backdate, bulk-log and undoWhat a backdated entry changes, how a batch is stored, and how far Undo reaches on the Log page.Everyone
• Review your closed cases by monthClosed cases lists every case you've logged, grouped by month, with totals for the window you pick.Everyone
• Read your funnel and find the leakThe Funnel page turns your sets, openings, closings and closed cases into conversion rates, and names the step losing you the most.Everyone
• Keep your streak and use a Streak ShieldOne logged activity a week keeps your streak alive, and a Streak Shield covers a week you missed.Everyone
• Read your weekly recap and My statsWeekly recap sums up one week at a time, and My stats breaks any period down by day, activity and conversion.Everyone
• Control who sees your activity in the feedWhat lands in the Community and Following views of the activity feed, who reads each one, and the few things you can keep out.Everyone