Home Page: People List and Views
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Salesforce Sync
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Whenever you select an email and start Yoxel Mailbox Assistant the add-in looks up all the email recipients (From/To/Cc) against your Salesforce CRM leads and contacts. In the task pane you may see three types of cards: leads, contacts, "unknown".
You can quickly turn the "unknown" card into a lead or contact. Simply click it and you'll see the two options: create lead, create contact.
If you click a lead or a contact card you will see its snapshot view - a quick summary of all its Salesforce data. For a contact you'll be able to easily navigate to its Account snapshot view. In the top right corner there is always an icon/link opening this record in Salesforce.
The snapshot view shows all open activities and activity history right away from there.
Click any of the related cards and you'll be able to see their snapshot views too.
Account snapshot view:
Opportunity snapshot view:
