How do I sync my Outlook contacts with my Cool Life CRM?
To sync your contact book from Outlook with your CRM, export your contacts into an Excel file. Then, examine your data to confirm it is all accurate for import. Once you have saved your tailored file, import it using our Import Tool into the CRM. For most accurate importing, complete it as company records first, then as contact records.
Proprietary data structures and functionality developed efficiently allows for traversing your data quickly and efficiently.
User adoption is the most crucial aspect with implementing a new CRM in any business. Friendly and easy to use interfaces make this a breeze
Protecting your business data, clients’ personal information and securing your companies processes are paramount with surpassed industry standards