If the Email ID of an attendee exists in Vertical CRM as a contact as well as a lead, then your Vertical CRM associates the contact to the event as a participant and ignores the lead. In case there are duplicates in the email addresses synchronized from Microsoft Outlook to Vertical CRM, the issue is addressed based on the following order of priority:
Similarly, when they synchronize events from vertical CRM to Microsoft Outlook, the event participants are included as event attendees in Outlook automatically upon synchronization. If the participants are not any of these, then just the email address of the attendee is displayed in the Participants section. The participants thus synchronized are associated to the event as contacts, leads or Vertical CRM users, as the case may be. When your customers synchronize events from Microsoft Outlook to Vertical CRM, the event attendees from Outlook are synchronized as event participants in CRM automatically. Duplicate check for Events is based on the Subject, Start Date and Time and End Date and Time as well as the Email ID of the attendees/participants.Contact Synchronization - Field Mapping MS Outlook Data synchronization can be done either manually or automatically. It helps to keep your customer's data updated in both Vertical CRM and MS Outlook and they can avoid duplication of data. The one way synchronize option pushes Contacts, Tasks, Calendar events from MS Outlook to Vertical CRM. Similarly, they can remove the category by clearing the checkbox. The record will be marked under Zoho category. Select the CRM checkbox from the list of categories.Note that the records should be selected from the corresponding folder that your customer had specified under Folder Settings. Select the Contacts, Tasks, or Calendar events.To mark records under CRM Category, your customers should follow the steps below They can make use of this category while synchronizing records to Vertical CRM. With the CRM Plug-in, your customers get an additional category namely, CRM. Assigning records to categories helps you to sort and then view the records by category. In Microsoft Outlook, the contacts, tasks and calendar event can be grouped into categories. Add Emails to Leads, Contacts or Potentials in Vertical CRM.Export Contacts, Tasks and Calendar (Events) from MS Outlook to Vertical CRM.Automatically synchronize (one-way) Contacts, Tasks and Calendar Events from MS Outlook to Vertical CRM.Using the CRM Plug-in for Microsoft Outlook, your customers can do the following: Calendar Synchronization - Field Mapping.Contacts Synchronization - Field Mapping.Synchronize Contacts, Tasks and Calendar.
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