My Contact

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My Contact

To add one or more contacts associated with the company of a licensed user, select My Settings > My Contact from the Main Menu.



  1. Select Copy Company Data to insert company details associated with the contact.
  2. Enter all relevant contact details.
  3. From the Contacts sub-menu, add activities associated with the company. Such activities may include: 1) New Meeting, 2) New Task, 3) New Phone Call, 4)  and 4) New Sales Opportunity.
  4. Select one of the green menu buttons to display activities associated with the company. These may include: 1) Details (domestic details) 2) User Account, 3) Notes and Documents, 4) Sales Opportunities, 5) Emails, 6) Email addresses, 7) Activities, 8) Lists, and 9) Addresses.