In the Lead Prospecting Workspace when a Company is made the Lead, it would be great that the Contact is automatically associated with the Lead (even if there’s only 1).
Right now, you have to manually associate the Contact to the Lead (Company).
Has this been fixed? This situation is so inconvenient.
This is incredibly frustrating. It’s fine if you want us to not have this on by default, but we need this resolved.
My sales team does things in-person. They go to a prospect, get business cards, and enter things into the system. They then create a lead from the company.
Now they have to duplicate all their work. Instead, I could just workflow out whenever a lead is created that all company contacts are associated (maybe even with a certain title only). I can’t seem to do this.