• In Outlook, find and select the contacts you want to add to Sage CRM
• Click the Add Contact button on the Outlook toolbar.

Note: A dedupe is performed on the Company name. If a company match is detected in CRM, the list of matches is displayed and you can select the appropriate company.

• Then, when the Person dedupe find page is displayed, select the Enter Person Details button.
• If any duplicates are detected, they are displayed. You can select a contact by clicking on it.
• If no duplicates are detected, the new Person page is displayed in CRM within Outlook, with the existing contact details from Outlook filled in.

If a company match is not detected, a new company (that includes the person details on the Person panel) is automatically created using the Company name from Outlook.

• Select Save and then select the Synchronize button in Outlook.
• The Person Summary page is displayed. The contact is also added to the My Contacts tab in CRM, so that they get synchronized between the two systems in the future.
• When you delete a contact in Outlook, the next time you synchronize, that contact is also deleted from CRM if you have the appropriate rights in CRM.