How to toggle auto-create companies based on visitor identification
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Last updated
Last updated
By default, Spotlight uses first party intent providers (for instance, Clearbit and 6sense) to automatically create account/company records in your CRM, and populate them with the properties noted in CRM Fields for ServiceBell Influence (Account).
If you would like to ensure new company records don't get created when companies are detected on the site, go to https://app.servicebell.com/spotlight/preferences and toggle off the Revealed Company Sync setting.
