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Lead Activity
Ploti automatically tracks all activity on your leads and provides collaboration tools to keep your team aligned.

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Activity Feed

Every lead has an activity feed showing its complete history. You’ll see:
  • Status and priority changes
  • Field updates (financials, dates, etc.)
  • Parcels added or removed
  • Assignment changes
  • Comments and replies
Each entry shows who made the change, what changed, and when.

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Comments & Discussions

Add comments to leads to document conversations, share research, or coordinate with teammates.

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Adding Comments

  1. Open the lead
  2. Navigate to the Comments section
  3. Type your comment
  4. Click Post
Comments support rich text formatting for clear communication.

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Threaded Replies

Reply to specific comments to keep discussions organized:
  1. Click Reply on any comment
  2. Type your response
  3. Reply appears nested under the original comment

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Editing & Deleting

  • Edit your own comments anytime
  • Delete your own comments if needed
  • Edits and deletions are tracked in activity

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Lead Assignment

Assign leads to team members for accountability:
  1. Open the lead
  2. Click the Assigned To field
  3. Select a team member
  4. The assignee is automatically subscribed to the lead

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Finding Your Leads

Filter to see leads assigned to you:
  1. Add filter: Assigned To is Me
  2. View all your active opportunities

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Subscriptions

Subscribers receive notifications about lead activity.

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Automatic Subscriptions

  • Lead creator - Always subscribed
  • Assigned member - Subscribed when assigned

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Manual Subscriptions

Team members can subscribe to any lead they want to follow:
  1. Open the lead
  2. Click Subscribe
  3. Receive notifications for all activity
To unsubscribe:
  1. Open the lead
  2. Click Unsubscribe

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What Triggers Notifications

Subscribers are notified of:
  • Status changes
  • Priority changes
  • New comments
  • Assignment changes
  • Significant field updates

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Collaboration Best Practices

Document Conversations

Add comments after owner calls to create a record of discussions.

Tag Context

Mention relevant details in comments so the full story is captured.

Assign Ownership

Every lead should have an owner responsible for moving it forward.

Subscribe Strategically

Subscribe to leads you need to monitor, even if not assigned.

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Team Visibility

All team members with access can view the complete activity feed, read comments, and see the full lead history. This keeps everyone on the same page.