Outlook Synchronization powered by Implicit Sync - How to Send Outlook Emails into BigContacts

Manual Upload of an Email from Outlook to BigContacts

1) In Outlook, right-click on the Email message you'd like to upload to the contact's history folder and then select "Upload Email"

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2) To LINK the Email to a specific contact record in BigContacts  use  the "Type of Contact"  drop down  menu to select "Business" or "Individual".

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After you select the Type of Contact (Business or Individual) you will then use the second field (shown as ac a  drop-down  menu) labeled "Contact Name" to type in the contact name you want to link the Meeting with. 

Important Note: The picklist only shows the first 100 contacts so place your cursor into the "Contact Name" field and start typing the name of the contact until it  autofills

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3) After the Contact name  autofills , click on the "Send" button

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The email should now show in the "Contact History" folder of the contact you selected!

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