Companies
Manage the businesses you work with and track their deals, invoices, and contacts.
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.