Duplicate Entry of Information from Lead Module to Organization Module
Curtis Crawford Posts: 14
edited June 2022 in Ideas and Product Feedback #1
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?
Mike van der Valk Posts: 4,059edited February 2021 #2
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!0