Company fields not carried over to contact
Feb 12, 2020 10:49 AM
I have looked through the forum, I hope I am not duplicating.
You create a company xyz in Austin, Texas in the oil industry with a url of www.xyz.com
Then -from this company record, you create contact John thewiser as the Head of Data Sanity at xyz.
John is now a contact but missing the company attributes. No company name, no industry, no website...just John nownonethewiser.
Is our setup erroneous, are we missing a step? How can I solve this to avoid double data entry?