How do I set up Accounts and Contacts in BCM from Outlook contact.

G

Guest

How do I import info from Outlook Contact to set up Accounts and Contacts in
BCM?

Also, I have imported AOL emails to Outlook, and want to link them to
Opportunities? I followed the instructions and no dialog box comes up to
allow this to happen?

Last, is there any decent documentation on this software or should I just
scrap it a useless?
 

Ask a Question

Want to reply to this thread or ask your own question?

You'll need to choose a username for the site, which only take a couple of moments. After that, you can post your question and our members will help you out.

Ask a Question

Top