Initial CRM Contact Management Process

 I suggest your users take these steps.  When you go to upload contacts, the categorization avoids uploading “mom” or “grandma”.

Outlook Contacts

  1. Create a Category called Personal
  2. In any view, on the Home tab, in the Tags group, click Categorize, and then click All Categories.
  3. Click New and in the Name box, type “Personal”. Click the color that you want and click OK twice.
  4. On all Personal contacts within Outlook, set the Category of Personal.
  5. Right Click on the Contact, and select Category > Personal

 

 

 

Export the Contacts to Excel

  1. In Outlook, Click File > Open and Export > Import/Export
  2. Select “Export to a File”
  3. Click Next. Leave default selection on “Comma Separated Values” and click Next

 

  1. Select the “Contacts” item under your mailbox name and select Next
  2. Click on “Browse” To Select a Location to Export you Excel file

*I would recommend the desktop*

  1. Click “Finish” leaving the default field mapping box checked

 

  1. Outlook will put the file to your desktop!

 

 

 


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