Your daily guide to relationship management

The Interactions dashboard is designed to answer one question: what should I focus on today? It surfaces the contacts who need attention, the follow-ups that are due, and the natural reasons to reach out. This guide walks you through every section so you can make the most of it.

Accessing the Dashboard

Navigate to Network → Interactions to open the dashboard. You'll see two tabs at the top:

• Overview - Your engagement summary and action items
• Activities - The complete list of all logged interactions

The Overview Tab

The Overview tab is your relationship management home base. It's divided into several sections:

Contact Segmentation:

At the top, you'll see your contacts grouped by engagement level:

• Warm - Contacts you've recently interacted with
• Cold - Contacts without recent activity who may need re-engagement
• Not Tracked - Contacts excluded from engagement monitoring

Click on any segment to see the contacts in that group. This helps you quickly identify who needs attention.

Reasons to Connect:

This section surfaces natural opportunities to reach out:

• Upcoming contact birthdays
• Upcoming family member birthdays
• Work anniversaries and other important dates

These touchpoints give you a genuine reason to connect without it feeling like a sales call. A simple birthday message can strengthen a relationship more than a dozen cold emails.

Recent Activities:

A feed of recently logged interactions across your network. This shows you:

• What your team has been doing
• Which contacts have recent engagement
• The types of activities being logged

Upcoming Planned Activities:

Scheduled activities that haven't been completed yet. This section helps you:

• See what follow-ups are coming up
• Identify overdue activities that need attention
• Plan your day around scheduled commitments

The Activities Tab

The Activities tab shows your complete interaction history. Use the filters to find what you need:

Year Filter:

Filter activities by year to review historical interactions or focus on the current period.

Status Filter:

• All - Every activity regardless of status
• Upcoming - Scheduled activities not yet completed
• Overdue - Activities past their due date
• Completed - Activities marked as done

Reading the Activity List

Each activity in the list displays:

• Type icon - Visual indicator of the activity type (call, email, meeting, etc.)
• Title - The activity name or description
• Contacts or Deal - Who or what the activity is linked to
• Date - When the activity is scheduled or was completed
• Team member - Who created or is responsible for the activity
• Status indicator - Whether it's upcoming, overdue, or completed

Click on any activity to view its full details or make changes.

Using the Dashboard Effectively

Here's a suggested daily workflow:

1. Check overdue activities - Filter by Overdue and address anything past due
2. Review upcoming activities - See what's scheduled for today and this week
3. Check Reasons to Connect - Send birthday wishes or anniversary messages
4. Review cold contacts - Pick one or two to re-engage with a quick message
5. Log any activities - Record calls, meetings, or emails from outside Officaid

This routine takes just a few minutes but keeps your relationships healthy and your follow-ups on track.

Frequently Asked Questions

What's Next?

Now that you know your way around the dashboard, learn how to work with activities:

• Adding an Activity - Log calls, meetings, and other interactions
• Managing Activities - Edit, complete, and delete activities
• Sending an Email from Officaid - Reach out directly from contact profiles