Tracking vs Not Tracking Contacts

Choose which contacts to monitor for engagement in Officaid and keep your relationship metrics meaningful.

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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 Warm or Cold list
3 Click the snowflake icon next to their name

The contact moves to the Not Tracked segment and no longer affects your warm/cold metrics.

Consider marking employees and internal contacts as Not Tracked to keep your cold list focused on external business relationships.

Re-enabling Tracking

To start tracking a contact again, click their entry in the Not Tracked segment. 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

Who should I mark as Not Tracked?

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.

Does Not Tracked delete any data?

No. Activities, notes, and contact details remain unchanged. The contact is simply excluded from the warm/cold engagement segments.

Can I see all my Not Tracked contacts?

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

interactions contacts crm network how-to