To add one or more contacts associated with the company of a licensed user, select My Settings > My Contact from the Main Menu.
- Select Copy Company Data to insert company details associated with the contact.
- Enter all relevant contact details.
- 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.
- 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.