> For the complete documentation index, see [llms.txt](https://helpdocs.yoxel.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://helpdocs.yoxel.com/yoxel-addons/home-page-people-list-and-views.md).

# Home Page: People List and Views

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".

<figure><img src="/files/3xZDwr9BgwVgxzxpkyCU" alt="" width="309"><figcaption></figcaption></figure>

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.

<figure><img src="/files/ZCO5yezn8CzUP4fWWT6m" alt="" width="302"><figcaption></figcaption></figure>

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.

<figure><img src="/files/9LROoWCZZxGpcQySSjhu" alt="" width="311"><figcaption></figcaption></figure>

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.

<figure><img src="/files/LYVhXxFZcwLSr96kac35" alt="" width="316"><figcaption></figcaption></figure>

Account snapshot view:

<figure><img src="/files/oCdBcPl110ZTlWVAQpvP" alt="" width="316"><figcaption></figcaption></figure>

Opportunity snapshot view:

<figure><img src="/files/CQ8Th7AJLUa9T4ecnfEU" alt="" width="315"><figcaption></figcaption></figure>


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