How do I select Signature Extraction options?
Find out how to quickly choose the Signature Extraction option you desire.
How do I create a Lead or Contact?
Learn how to easily create a Lead or Contact.
How do I choose whether a Contact or Account is automatically displayed in the Snapshot?
By default, CI will pull up the Contact record when you open an email or hover or an email address. If you'd prefer CI to pull up the individual's Account record rather than Contact record, check the Enable Account Snapshot box.