
Good morning all! My boss has a ton of contacts local to his Outlook that he would like to get into CRM. I am hoping to find the best way to proceed that minimizes the amount of effort for my boss. The solutions I've thought of include:
Ideally, I'm hoping there is some way that when contacts come into Outlook from CRM, if the names match, the local Outlook record becomes linked to the CRM record without a duplication. Is there some way to do this or some strategy on approaching this that could perhaps minimize the effort required?
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