Manual Lead - No Connecting Person and Organization?
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.
Arthur_70084 Posts: 74edited March 2022 #2
Hey @Tim Nelson
For this kind of thing, I personally use make (Integromat), it allows me to treat each lead automatically create a person if needed, a deal if needed etc etc.
I'm a Make expert certified and workflow automation pro.
So if you need further infos you can reach me here even if you only need advice
Or you can file the following form : https://tally.so/r/m6z8om