Overview
The Auto Create Person Profiles by Email Domain feature allows your system to automatically generate a person profile when someone from a known company domain contacts you by email.
How It Works
Once the domain (e.g., @companyname.com) is saved under a customer's profile:
Any new user who emails you using that domain will trigger the creation of a Person Profile under the matching Organization Profile.
This helps streamline account management by avoiding manual profile creation for known customers.
Watch the Walkthrough
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