Duplicate Entry of Information from Lead Module to Organization Module

Sharing my experience trying to utilize the lead module. Finding that much of the information entered into the Lead module must then be "re-entered" under the organizational module ie. company name, phone number, address, etc.  Maybe it all converts if the lead is moved into a deal/pipeline category.  Still learning. Anyone else find entry duplication a hinderance?

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  • Mike van der Valk
    Mike van der Valk Posts: 4,059
    2500 Comments 100 Likes Third Anniversary 5 Answers
    edited February 2021 #2

    Hi @Curtis Crawford 

    We're aware of some things we can improve here and thanks for sharing :) I've added the "feedback" tag to your post so that our team sees this and hopefully we can improve that soon!