posted by admin on October 28, 2008 11:53 AM

It's the holiday season and the dreaded holiday card mailing is fast approaching. After a game of “not it” – you feel pity for the poor soul who is assigned the task of pulling together a list of contacts from the company database for the annual company holiday card.

It always seems to be the case that in the process of pulling a list, you realize how outdated your contacts are, how many duplicates exist and how many of the contacts are no longer with the companies that they are listed next to.

Using these simple steps, we hope to make this process easier. Think of it as an early present:

1. Collect:

• Import contacts into TrackVia via an Excel Spreadsheet. Click to view a pdf with a step-by-step guide to downloading your Outlook contacts into Excel
• With our new Excel import feature you can easily update (addresses, emails, company names) your existing records

2.

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