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I've recently purchased Microsoft Outlook 2007 with Business Contact Manager
to use as a stand-alone Customer Relationship Manager (CRM) program. I want to import data from thousands of different businesses (business name, business address, contact person, email address, website, etc.) into Outlook 2007 with Business Contact Manager. When using the import wizard, I have 2 choices of import destination: (1) Business Contacts (2) Accounts. I think I should import my business directory into the "Accounts", since each business is technically a new account. However I'm looking for confirmation, advice, and comments if I'm headed in the right direction. I appreciate any and all comments. Thanks |
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