FAQs in this section
How do I clear/delete the Demo Data in my account?
How do I add the Demo Data to my account?
How do I set up mailroom rules from my inbox?
Where is the Configuration editor available?

How does the Archive Email mailroom rule work?

The Archive Email rule attaches incoming emails to existing Contact/Lead/Organization/Opportunity/Case records. This is done by matching the From email address to the primary email address stored in a Contact/Lead/Organization/Opportunity/Case record.

In the case where the From address does not match the primary email in any CRM record, then the match happens based on the To email address.

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