Adding contacts using Lite Outlook Integration

Lite Outlook Integration lets you add Outlook contacts to Sage CRM. If Exchange Integration is enabled, you can synchronize the contacts whenever you update them in Sage CRM or Outlook. But if Exchange Integration is not enabled, any changes that you make to these contacts in Sage CRM are not reflected in Outlook.

1. In Outlook, click People on the bottom bar.
2. Highlight the contact that you want to add to Sage CRM and click Add Contact on the Sage CRM ribbon. Deduplication is carried out based on the match rules set by your system administrator in Sage CRM. For more information, see Preventing duplicate entries.
3. Review and complete the contact details in Sage CRM and click Save. The contact is added to Sage CRM.
4. To view your contacts, open Sage CRM in a browser and click My CRM | Contacts.