Manual Lead - No Connecting Person and Organization?

Tim Nelson
Tim Nelson Member Posts: 6
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edited July 2023 in Sales CRM #1

I'm manually entering leads, and when I enter a person and organization, the person and organization aren't connected. Does anyone else wish there didn't have to be the redundant act of opening up the person and then assigning an organization (or vice versa). Or are there reasons that shouldn't be done? Thanks for your input.