Integrating Your Contacts Importing Contacts from Other Sources One of the first things I did when I started using Outlook for CRM was to import all my existing contacts. It saves so much time when you don’t have to start from scratch! I found that exporting contacts from other databases as CSV files and then […]
Setting Up Your Contacts Create a Comprehensive Contact List To start using Outlook 365 as a CRM, the first thing I like to do is create a solid contact list. You may have existing contacts that need to be organized. Trust me, it makes everything easier when you have all your leads and clients in
Hey there! Today, I want to share something that has really transformed the way I manage my contacts and communications—using Outlook as a CRM (Customer Relationship Management) tool. Many folks might think of CRM software as just another complex system, but believe me, Outlook can be a game-changer if you know how to utilize it
Organizing Contacts Effectively Creating Contact Groups One of the first things I did when I decided to use Outlook as my CRM was to create contact groups. This feature is super handy; it allows me to categorize my contacts based on various criteria like leads, clients, partners, etc. Whenever I want to send out newsletters