How do I use Signature Capture?



When creating a contact or lead from the Sidebar, Signature Capture will automatically scan an email signature to pre-fill important fields like name, email address, phone number, and more.



1. When interacting with a new email address, select + Contact or + Lead from the Sidebar.

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2. Review Signature Capture results and press Continue.

If needed, swap first and last name, choose specific fields, or choose not to pre-fill certain information before continuing.

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3. Enter any additional custom or required fields before selecting Create Contact or Create Lead.

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Updated Aug. 2021

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