SOLVED

Outlook Import Contacts - Outlook Customer Manager

Copper Contributor

We want to import 5000 contacts. We would like to open 3000 of the contacts as "company contacts" and create the remaining 2000 as "normal" contacts. And link the normal contacts directly with the relevant company contacts. How can this be done directly in one step? 

2 Replies
best response confirmed by Dave_Zwyssig (Copper Contributor)
Solution

It worked perfectly. The link was set automatically (by company name, it must match).

 @Manojsuniverse  Thank you so much. It's really helpful.....   

1 best response

Accepted Solutions
best response confirmed by Dave_Zwyssig (Copper Contributor)
Solution

It worked perfectly. The link was set automatically (by company name, it must match).

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