Notes for May 3, 2025

Monarch

• Outlook Contacts can be easily synced to Monarch now via the Potential Outlook Contacts That Can Be Created In Monarch notification. They will not be automatically synced to Monarch as we’ve found Outlook often has your uncle, doctor, and spam contacts that likely should not be in Monarch so take a minute and see if you have any people you wish to easily accept into or reject from Monarch today!  
• Editing an Activity, while connected to Clarity, will review your calendar to make sure the selected start and end time fall within a free time to help you from double booking when rescheduling your activities. 
• The Forecast Report will optionally show the last update date for the pending values. This is not the same as the last date a deal was updated (where any value change counts as a last update). This value is specific to the pending dollar being updated. 
• Activities added from the mobile Contact Profile can once again be saved correctly.