Are you seeing duplicate contact records in your Outlook? Has your company recently implemented Microsoft CRM? Here are some quick and easy steps to remove the duplicate records.
Sometimes when your company “pre-loads” contacts into CRM it causes the users to have duplicate contacts in Outlook. The fix for this is a manual process that you should only have to do once.
Our complete Microsoft CRM - Cleaning Up Outlook tip sheet can be downloaded for free. Please register on
www.customer-connect.com to get access to our library. Below are the steps to follow to remove duplicate contacts from your Outlook contact list.
Removing Duplicates from Outlook Contact List
(5) Before deleting, check the information on the CRM record by clicking the name with the CRM icon.
If there are changes to be made or additional info you would
like to include, enter the info and click Save and Close. You can also copy and
paste info from the Outlook Contact record.
The complementary paper includes over 12 years of research, recent survey results, and CRM turnaround success stories.
This 60-second assessment is designed to evaluate your organization's collaboration readiness.
Learn how you rank compared to organizations typically in years 1 to 5 of implementation - and which areas to focus on to improve.
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