Keep Your Relationships Healthy
Your network is only as strong as your most recent interaction. Leads go cold, contacts forget who you are, and opportunities slip away when communication lapses. The Network section of your Insights dashboard helps you stay on top of your relationships by showing who needs attention and what activities are coming up.
Network Overview
The Network section displays two key metrics at the top:
- Companies shows the total number of companies in your Network
- Contacts shows the total number of individual contacts
These numbers give you a quick sense of the size of your network. Click on either metric to navigate to the full Network module.
Warm and Cold Contacts
Below the totals, you'll see your contacts categorized by relationship warmth:
- Warm contacts have been contacted within the last 3 months
- Cold contacts have had no contact for 9 or more months
This classification helps you identify relationships at risk of going stale. A high number of cold contacts suggests you may be losing touch with potential leads or existing relationships.
Warm Up the Relationship
The center panel shows a list of contacts who need attention. This "Warm up the relationship!" section displays contacts with their company, role, and last activity status. Contacts marked "Never Contacted" have no recorded interactions in Officaid.
Each contact row shows:
- Contact name clickable to open their profile
- Company name the organization they belong to
- Role their position at the company
- Last Activity shows their contact status
The Do Not Track Icon
Some contacts in the list display a snowflake icon with a slash. This indicates "Do Not Track" status. You can mark contacts as not tracked when they aren't leads or prospects you need to monitor, such as your own employees or personal contacts who aren't business relationships.
Click on a contact's name to open their profile. From there, you can send a message, log an activity, or adjust their tracking status.
Upcoming Network Activities
The right panel shows scheduled activities related to your network. These are interactions you've planned, such as calls, emails, meetings, or messages. Each activity displays:
- Activity type indicated by an icon (call, email, meeting, etc.)
- Status badge showing if it's upcoming or overdue
- Activity title describing the interaction
- Contact name the person involved
- Date when the activity is scheduled
- Assigned user who is responsible
Click on any activity to open a slide-out panel where you can view details, update the activity, mark it as done, or delete it.
Taking Action from Network Insights
The Network section is designed for quick action:
- Click a contact name to open their profile and send a message or log an activity
- Click an activity to update or complete it
- Click the company count or contact count to view your full Network
Frequently Asked Questions
Warm contacts have at least one logged activity within the last 3 months. Cold contacts have no activities logged for 9 or more months. Contacts between 3-9 months without activity fall into a neutral state.
Use this for contacts who aren't business leads, such as employees, vendors you don't need to nurture, or personal contacts. This prevents them from appearing in the "Warm up the relationship" list.
This indicates no activities have been logged for this contact in Officaid. The contact exists in your Network but has no recorded interactions.
What's Next?
Dive deeper into managing your network:
- Understanding Contacts - Learn about contact records in Officaid
- Tracking vs Not Tracking Contacts - Control which contacts appear in insights
- Adding an Activity - Log interactions to keep relationships warm