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When you flag the Sage CRM contacts you want to add to Outlook, or when you amend or delete flagged contacts, the end result is reflected in Outlook once a synchronization takes place.
You must add Outlook contacts manually, by clicking Add Contact. If you amend or delete these contacts in Outlook, the end result is reflected in Sage CRM once a synchronization takes place.
Once contacts have been synchronized, it doesn't matter if you make changes to them in Outlook or in Sage CRM. The details get synchronized both ways. Synchronization can be done manually, or it can be done automatically at specified intervals.
See Also:
Downloading the Outlook plug-in for Classic Outlook integration
Adding contacts: CRM to Outlook (Classic Outlook integration)
Using CRM from within Outlook (Classic Outlook integration)
Adding Contacts: Outlook to CRM (Classic Outlook integration)
Synchronizing appointments and tasks (Classic Outlook integration)
Reviewing synchronization conflicts (Classic Outlook integration)
Filing emails from Outlook to CRM (Classic Outlook integration)
Reinstalling the Outlook plug-in for Classic Outlook integration
Uninstalling the Outlook plug-in for Classic Outlook integration
Sage CRM user assistance PDFs
