New Leads entered / Company Name (Account)

Can someone help me understand if I’m missing something in the “Packaged” sales CRM workflow for the following:

A user creates a “New Lead” and enters information in the Contact and/or Account (Company- what we are using) Column(s) - how can those fields populate or pull from the the “existing Accounts / existing Contacts” so you don’t have to manual type these in everytime

Hey Brian,

To confirm, do you use seperate boards to manage leads and contacts(/accounts)? If this is the case, you can set up a connect board and mirror column in your leads board, to connect to the existing contacts/accounts board.

From there you can set up a match automation to automatically connect existing contacts to the new lead (/item) and mirror the associated information, i.e. Account.

Does this sound like it could help?