Syncing your Outlook contacts will display your contacts from Outlook in your kvCORE Smart CRM.
Please Note: To sync your contacts you must first sync your Microsoft/Office365 account to kvCORE.
You can quickly and easily change your Sync at any time, simply click on the mail icon and click 'Outlook Settings' at the bottom.
Please Note: kvCORE can pull new contacts from your Microsoft Office 365 account, but it cannot push new contacts in kvCORE to your Outlook account.
Contacts use a toggle switch and status selector in Outlook settings. There is no manual syncing of contacts outside of these settings. Remember to save your settings once you're satisfied!
The first time you enable the sync, kvCORE will pull all of the contacts you have in your Outlook account to itself, with as much information as it can bring, including small details such as notes, which will appear in the contact's timeline in kvCORE.
The 'source' of the contacts will be marked as 'Office 365' and the status will be the selected status from the selector in your Outlook settings.
The sync is ongoing, meaning that whenever new contacts are added to your Outlook, kvCORE will pull them in whenever the sync runs, which is about once per hour.
Have more questions? Please reach out to Customer Support via the blue chat bubble to the right or by emailing firstname.lastname@example.org
(Keywords: Outlook, Microsoft Office 365, Microsoft)