I am looking for a simple way to create a button to "Convert" records. To be more specific I need to layout our current Zoho structure.
- Contacts: Any contact our organization wishes to track. They are not yet established as a 'Lead' and may always remain as only a contact we wish to keep stored within the CRM.
- Leads: A Contact or Organization that our company has identified to bring potential deals to us.
- Opportunites (Deals or Potentials): Potential deal or project is now on the table and we must work it through the pipeline to Closed Won.
- Customers (Accounts): An organization or person that we have established revenue with OR have a signed contract with.
The reason I need to lay these out is because we intend to convert Contacts to Leads....Create Opportunities from those Leads...and close Opportunities and bill to create Customers. I am looking for a way to do the following: