Understanding Leads, Prospects, and Clients

Learn the difference between leads, prospects, and clients, and how Officaid tracks them automatically.

Understanding Companies

Discover how Officaid helps you manage the businesses you work with in one central place.

Adding a Company

Learn how to add new companies to Officaid and capture their business details.

Managing Company Details

Explore the company profile in Officaid and learn how to use quick actions, notes, and more.

Managing Company Contacts

Link people to companies in Officaid and manage your business relationships from one place.

Viewing Company Activities

See every interaction with a company in Officaid to stay on top of your business relationships.

Viewing Company Deals

Track all sales opportunities with a company in Officaid from one central view.

Viewing Company Invoices

Review invoice history and track revenue from any company in Officaid.

Editing and Removing Companies

Update company details or remove companies you no longer need in Officaid.