Focus your engagement tracking where it matters
Not every contact needs engagement monitoring. Employees, personal friends, or vendors you interact with outside of Officaid don't need to appear as "cold" contacts. Mark them as Not Tracked to keep your relationship metrics focused on the contacts that matter.
The Three Segments
The Interactions dashboard organizes your contacts into three segments:
- Warm - Contacts with recent activity
- Cold - Contacts without recent activity who may need re-engagement
- Not Tracked - Contacts excluded from engagement monitoring
Marking a Contact as Not Tracked
To exclude a contact from engagement tracking:
- 1 Navigate to Network → Interactions
- 2 Find the contact in the Cold list
- 3 Click the snowflake icon next to their name
- 4 Click OK to confirm. The prompt reminds you that the contact will no longer appear in activity reminders
The contact moves to the Not Tracked segment and no longer affects your warm/cold metrics.
Re-enabling Tracking
To start tracking a contact again, click the green eye icon (Start tracking) on the right of their row in the Not Tracked segment, then click OK to confirm. Clicking the row itself opens the contact's page. They'll be recategorized as Warm or Cold based on their activity history.
What Not Tracked Means
Not Tracked only affects engagement metrics. These contacts:
- Remain in your database
- Keep their activity history
- Can still receive emails and WhatsApp messages
- Still appear in Reasons to Connect for birthdays
Frequently Asked Questions
Consider excluding employees, personal contacts, internal team members, and regular vendors you interact with outside of Officaid. This keeps your cold list focused on business relationships that need attention.
No. Activities, notes, and contact details remain unchanged. The contact is simply excluded from the warm/cold engagement segments.
Yes. The Not Tracked segment on the Interactions dashboard shows all contacts you've excluded from tracking. If no contacts are excluded, it displays "Tracking all contacts".
What's Next?
You've completed the Interactions guides! Continue exploring Officaid:
- Understanding Contacts - Learn more about managing your contact database
- Understanding Companies - Explore company profiles and features
- Understanding the Sales Pipeline - Track deals from opportunity to close