Create company or contact first?SOLVE
So I was creating the company first, but when I go to create the contact I have to repeat entering in certain fields.
Should I be creating the contact first so I don't have to do this extra work?
I was also hoping the system would know that the company I just created was attached to the contact I'm in the middle of creating & filling in the rest of the data, but I don't think it is.
Solved! Go to Solution.