Track every touchpoint with your business partners
A company relationship isn't built on a single conversation. It's the sum of every call, meeting, email, and follow-up over time. Officaid keeps track of all these interactions so you can see the complete history and understand where the relationship stands.
Where to Find Company Activities
Company activities appear in two places on the company profile:
- Overview tab - A snapshot of upcoming and recent activities in the Activities panel
- Activities tab - The complete list of all activities with filters and details
The Activities Panel (Overview Tab)
On the company's Overview tab, the Activities panel shows a quick summary with tabs to filter by:
- All - Every activity related to this company
- Network - Activities logged directly against the company or its contacts
- Deals - Activities linked to deals with this company
The panel displays upcoming activities first, followed by a History section showing completed interactions. Click View All to see the complete activity list.
The Activities Tab
For a complete view of all interactions, click the Activities tab on the company's profile. Here you'll find:
- Every activity logged for this company and its contacts
- Activity type icons for quick scanning
- Dates, times, and completion status
- The team member responsible for each activity
- Links to associated deals
The list displays activities in reverse chronological order, with the most recent at the top.
Activity Types
Officaid supports several activity types to categorize your interactions:
- Call - Phone calls and voice conversations
- Email - Email correspondence
- Meeting - In-person or virtual meetings
- Meal - Lunches, dinners, or coffee catch-ups
- Message - Text messages, WhatsApp, or other messaging
- Task - To-dos or action items related to the company
- Other - Any interaction that doesn't fit the above categories
Each activity type has its own icon, making it easy to scan the list and identify the type of interaction at a glance.
Filtering Activities
Use the filters at the top of the Activities tab to narrow down what you see:
- Year - Filter by a specific year to review historical interactions
- Status - Choose from All, Upcoming, Overdue, or Completed
These filters help you focus on what matters, whether that's checking overdue tasks or reviewing last year's meetings.
Upcoming Deal Activities
On the Overview tab, the Upcoming Deal Activities section highlights deal-related activities that need attention. This section shows:
- Activity type and title
- The deal it's linked to
- How many days overdue (if applicable)
- Date and team member assigned
This focused view helps you prioritize sales follow-ups without digging through the full activity list.
How Activities Connect
Company activities in Officaid come from multiple sources:
- Direct company activities - Logged against the company itself
- Contact activities - Logged against people linked to this company
- Deal activities - Logged against deals associated with this company
This connected approach means you see the full picture of engagement, regardless of where the activity was logged.
Frequently Asked Questions
Yes. Click Add Activity in the Quick Actions panel to log a new activity. It will automatically be associated with the company.
Activities can be linked to deals when they're created. When an activity is associated with a deal, the deal name appears alongside it so you can see the sales context.
Network shows activities logged directly against the company or its linked contacts. Deals shows activities specifically linked to deals with this company. Use All to see everything combined.
What's Next?
Continue exploring how to work with your companies:
- Viewing Company Deals - Track sales opportunities with this company
- Viewing Company Invoices - Review invoice history and payment status
- Adding an Activity - Learn how to log new interactions