My Company

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My Company

Use this screen to add company details for a Contacted.com licensed user.



  1. Add all relevant details about the company.
  2. Select Edit to amend company details
  3. Select Add Contact on the Action Bar to enter contact details of one or more individuals associated with the company. The Add Contact screen is shown below.
  4. From the Companies sub-menu, add activities associated with the company. Such activities may include: 1) New Meeting, 2) New Task, 3) New Phone Call, 4) New Note, and 5) New Sales Opportunity.
  5. Select one of the green button menus to display activities associated with the company. These may include: 1) Contacts, 2) Emails, 3) Email addresses, 4) Activities, 5) Sales Opportunities, 6) Lists, 7) Addresses, and 8) Notes and Documents.
  6. Select Add New to add a new activity.
  7. In the table of Contacts associate with the company, select an icon to View, Edit, or Delete a contact.



Use the screen shown above to add Contacts associated with the company. Select Paste Company Info to insert company details from the My Company screen.