Synchronizing contacts from Exchange to Sage CRM

Only contacts in the default Contact folder are synchronized with Sage CRM. If you do not want to synchronize a contact with Sage CRM, you should create it in a secondary folder.

Only those contacts that are linked to Sage CRM are synchronized from Exchange to Sage CRM. You can link a contact in Exchange to Sage CRM in one of the following ways:

• Contacts that originate from Sage CRM (My CRM | Contacts) are automatically linked to Sage CRM. Any updates or deletes to these contacts in Exchange are synced back to Sage CRM.
• If you or your system administrator have installed the Lite Outlook Plugin, you can add contacts to Sage CRM using the Add Contact button in Outlook and then synchronize the contacts using Exchange Integration. For more information, see Working with Lite Outlook Integration.