Use contact synchronization to keep your contacts synchronized between Microsoft Exchange and Pega Sales Automation™ to improve your productivity and eliminate redundancy. In the process of configuring contact sync, multiple users are involved: system administrators, sales operations, and sales representatives.
Before you start configuration, enable contact sync for Microsoft Exchange:
- In the navigation pane of App Studio, click Settings > Application Settings.
- Click the tab.
- In the Contact sync check box. section, select the
- Click .
What to do next
After you enable contact sync, as a sales operations or a system administrator (some steps require administrator access) synchronize contacts by performing the following steps:
- Synchronizing Microsoft Exchange contacts with Pega Sales Automation contacts
- Synchronizing Pega Sales Automation contacts with Microsoft Exchange contacts
As a sales representative, initiate contact sync by performing the following steps: Initiating contact synchronization between Microsoft Exchange and Pega Sales Automation.