Home  News  Request Info  Products  Links  Search

How Do I Copy Contacts from Microsoft Outlook into BrokerForce™?

  1. In Outlook, find a customer contact that is not in BrokerForce™ and verify that the company name is included for that contact

  2. Double-click on the contact record of that customer
    In the lower right, click on the <Categories> button

  3. If the category "BrokerForce™ Customer" is not available, you must add it to your category master list.

  4. Place a check in the "BrokerForce™ Customer" category and save your change.

  5. When you next click the <Refresh Outlook> button in BrokerForce™, you will be prompted to let BrokerForce™ add that contact

Return to FAQ's

Home  Order BrokerForce™  FAQs  Data Request  Download  Demos  Support  Contact

Copyright©1995 - 2008 DataForce, Inc. Patent 6,901,380 and Patents Pending