Creating Sync Sets
If you plan to synchronize, you need to create a Sync Set of the contact records that belong in the remote database. You can create a Sync Set on a remote database, too. After the remote database synchronizes, the new Sync Set information is present on the main database and can be used in the creation of a remote database.
To create a Sync Set
From the Tools menu, click Synchronization Panel.
In the Admin Tasks box, click 2. Manage Sync Set.
The Create, Copy, Edit, or Delete Sync Sets screen appears.
In the Sync Set Tasks box, click Create New Sync Set.
In the Enter Sync Set Name and Description screen, type a name and description, and then click Next.
Follow the instructions on each screen to select users and contact records. Click Next to advance until you reach the Sync Set Confirmation screen, and then click Finish. Press F1 for more help.
For more information, see Selecting criteria for a Sync Set.