Many organizations choose SharePoint to manage documents. But, there are more ways to make that “everything in one place” idea work for your teams. Here are three that will help your team start working like a well-oiled machine.
Did you ever have a team member pitch in for you with a client, only to find later that they spelled her name wrong or used the wrong email address? Instead of worrying whether the whole sales team has the same and most accurate client data, create a contacts list on your SharePoint team site. Populating it is easy. The first step is to connect the contact list to Outlook by clicking the “Connect to Outlook” button on the List tab in the connect and export group.
Consider adding columns to collect other relevant data such as industry, last contact and last contacted by. You can use it pretty much like you would a normal contacts list now from Outlook. One easy way is just to drag and drop t...(register to read more)