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Central contacts list
We have a sales team who each maintains a sizeable contact list. We'd like
to set up a bulk mailer account which can access their contacts list in one central fashion, and send out mailers as well as help them clean up their contacts. Right now we have them all share their contacts with this central account, and we can do a good deal with this, but what we'd really like is to have all these accounts in one list on the central account. And in such a way so if a sales agent updates his contact list, it's reflected on the central list, and vice-versa. So my question is, what's the best way to do this? I don't know much about MS CRM but it seems like overkill for a relatively minor job ... our sales team is only half a dozen people. We could feasibly do this via public folders but the trick there is how they can put set up this folder as a subfolder in their own contacts folders. --------- Ron B. es.tv |
#2
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Central contacts list
Set it up as a public folder and have them go to the Public Folders section
in Outlook, right-click that public folder and make it a "Favorite". With Outlook 2007 (and 2010) this is actually easier as the public contacts folder should already appear on the Contacts pane. -- -Ben- Ben M. Schorr, MVP Roland Schorr & Tower http://www.rolandschorr.com http://www.officeforlawyers.com/outlook.html Author: The Lawyer's Guide to Microsoft Outlook 2007: http://tinyurl.com/ol4law-amazon "Ron B." wrote in message ... We have a sales team who each maintains a sizeable contact list. We'd like to set up a bulk mailer account which can access their contacts list in one central fashion, and send out mailers as well as help them clean up their contacts. Right now we have them all share their contacts with this central account, and we can do a good deal with this, but what we'd really like is to have all these accounts in one list on the central account. And in such a way so if a sales agent updates his contact list, it's reflected on the central list, and vice-versa. So my question is, what's the best way to do this? I don't know much about MS CRM but it seems like overkill for a relatively minor job ... our sales team is only half a dozen people. We could feasibly do this via public folders but the trick there is how they can put set up this folder as a subfolder in their own contacts folders. --------- Ron B. es.tv |
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