I have a client who is just starting to use "SalesForce" on the basic level. I have not used it before but I'm trying to "lend a hand" to get it set up for them.
Yesterday we dowloaded the tool which allows you to sync with Outlook.
We have imported the contacts from Outlook but when the sync runs it fails.
The sysnc is set-up to update both ways and if there is a conflict "outlook wins"
(Sorry if this is a bit vague I'm not that familiar with the software)
The user is running Outlook 2007, contact details are stored in the default Outlok contact folder. She is also running a free version of AVG for antivirus/firewall.
Does anyone have any ideas of what we might have missed doing on the set-up?