How do I synchronize contacts in Outlook with business partners?

V

Vanessa

I'm thinking about using Outlook + Business Contact Manager to manage my
business contacts and sales leads. How do I synchronize that information so
that when I add a contact, it shows up in my business partners' and sales
teams' Outlook as well?

Thanks.
 
L

Lon Orenstein

Vanessa:

Everyone sharing a BCM database can see all the information in that
database. Each user can take an "offline" copy of that database with them
when they leave the office and then synchronize using a VPN away from the
office or wait until they come back to the office and synch up. When they
synch, all the data they changed is merged into the master database and vice
versa.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 
L

Lon Orenstein

Yes, you can use CompanionLink Express to synch BCM info to your Windows
Mobile device. It works quite well.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 
V

Vanessa

Hi,

This is very helpful. Just to clarify, though, in terms of sharing a
database, we are never in an office together (everyone works remotely), so
our computers aren't ever "networked" (wired together on a system). In that
case, is it still simple to sync the contacts?

Thanks again!
Vanessa
 
L

Lon Orenstein

Vanessa:

You would need to put BCM's "master" database on a PC in the office with a
VPN connection so your remote users can connect. They can create an Offline
copy of the BCM database on their PC. If they want to synch it to a handheld
from their PC, they can do it with CompanionLink or Pocket Mirror.

HTH,
Lon

___________________________________________________________
Lon Orenstein
pinpointtools, llc
(e-mail address removed)
Author of Outlook 2007 Business Contact Manager For Dummies
Author of the eBook: Moving from ACT! to Business Contact Manager
www.pinpointtools.com
 

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