# 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".

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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.

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If you click a lead or a contact card you will see its snapshot view - a quick summary of all its Salesforce data.\
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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.

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The snapshot view shows all open activities and activity history right away from there.\
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Click any of the related cards and you'll be able to see their snapshot views too.

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Account snapshot view:

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2FGO8GdHZrWvPlu4PNDOoh%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-20%2013-34-21.png?alt=media&#x26;token=c42121e2-28fe-4cea-a763-6f037f86ecf3" alt="" width="316"><figcaption></figcaption></figure>

Opportunity snapshot view:

<figure><img src="https://2347016775-files.gitbook.io/~/files/v0/b/gitbook-x-prod.appspot.com/o/spaces%2FpfahWVY94WP1EHugi6X6%2Fuploads%2F5MvqNQKk44ozdpvhPjxU%2FMonosnap%20Mail%20-%20Yuliia%20Nykyforova%20-%20Outlook%202024-12-20%2013-35-18.png?alt=media&#x26;token=b9a762af-05fb-4092-967c-89571de4c1a9" alt="" width="315"><figcaption></figcaption></figure>
