Build your relationship history one interaction at a time

Every call, meeting, and message is a building block in your business relationships. Logging activities in Officaid creates a complete history of your engagement, helps you track follow-ups, and keeps your team informed about what's happening with each contact and deal.

Where to Add Activities

You can add activities from several places in Officaid:

• Network → Interactions - From the main Interactions dashboard
• Contact profile - Click Add Activity in Quick Actions
• Company profile - Click Add Activity in Quick Actions
• Deal details - Click Add Activity in the Sales Pipeline

The activity form adjusts based on where you create it, linking the activity to the relevant contact, company, or deal automatically.

Creating an Activity

1. 1 Navigate to where you want to add the activity (contact, company, deal, or Interactions dashboard)
2. 2 Click Add Activity in the Quick Actions panel or the + Add Activity button
3. 3 Select the activity type by clicking one of the icons at the top
4. 4 Enter the activity title in the Activity field
5. 5 Fill in additional fields based on where you're creating the activity
6. 6 Optionally add notes or remarks
7. 7 Toggle Mark as done if the activity is already completed
8. 8 Click Add Activity to save

Activity Types

Select the type that best describes your interaction:

• Call - Phone calls and voice conversations
• Message - Text messages, WhatsApp, or other messaging
• Email - Email correspondence
• Meeting - In-person or virtual meetings
• Other - Any interaction that doesn't fit the standard categories
• Meal - Lunches, dinners, or coffee catch-ups
• Task - To-dos or action items to complete

Activity Fields

The fields available depend on where you create the activity:

From a Contact Profile:

• Activity - Title or description of the interaction
• Notes - Optional rich text notes about the activity
• Mark as done - Toggle on if the activity is already completed

The activity is automatically linked to that contact.

From a Company Profile:

• Activity - Title or description of the interaction
• Contacts - Select one or more contacts associated with this company
• Notes - Optional rich text notes about the activity
• Mark as done - Toggle on if the activity is already completed

From a Deal:

• Activity - Title or description of the interaction
• Date - When the activity is scheduled or occurred
• Remarks - Optional notes about the activity
• Mark as done - Toggle on if the activity is already completed

The activity is automatically linked to the deal for sales tracking.

Scheduling vs Completed Activities

The Mark as done toggle determines whether an activity is scheduled or completed:

• Toggle off - The activity is scheduled for the future and will appear in Upcoming Activities
• Toggle on - The activity is already completed and will appear in History

Use scheduled activities for follow-ups, planned calls, and upcoming meetings. Use completed activities to log interactions that have already happened.

Adding Multiple Contacts

When creating an activity from a company profile, you can tag multiple contacts:

1. 1 Click the Contacts field
2. 2 Select contacts from the dropdown (only contacts linked to this company appear)
3. 3 Click additional contacts to add them
4. 4 Click the X next to a contact to remove them

This is useful for meetings or calls that involve several people from the same company.

Frequently Asked Questions

What's Next?

Now that you know how to add activities, learn how to manage them:

• Managing Activities - Edit, complete, and delete activities
• Sending an Email from Officaid - Send emails that are automatically logged as activities
• Sending a WhatsApp Message - Message contacts directly from Officaid