Show m A Small Business Toolbox: My First Mistake With The Bizpack Contact Manager

Thursday, May 28, 2009

My First Mistake With The Bizpack Contact Manager


Well, I never claimed to be a computer geek! The Bizpack Contact Manager allows you to import your contacts from other contact management systems. My contacts are in Microsoft Outlook.

Kind of like the kid who plays with a new toy before he reads the directions, I attempted to import my contacts without fully understanding how the import process works. Boy was that a mistake!

I wound up with three sets of my clients information. I had roughly 800 contacts in Outlook. That means I have to manually delete 1600 contacts! Fun.

Here is some advice for my fellow Bizpack suite of service users: attend the webinars and watch the videos provided by United First Financial so that you do not make the same mistake I did.

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