Synchronizing contacts

  1. From the Home screen, select Customer Lifecycle Management > Contact Synchronization.
    The Contact Synchronization page has three sections: Outlook folders, Outlook contacts, and the M3 CLM contacts.
  2. To sync an M3 CLM contact to Outlook, select a M3 CLM contact and click the left arrow button .
    To sync an Outlook contact to M3 CLM, select an Outlook contact and click the right arrow button .
  3. Select Synchronize.