We are using the leads module to keep a database of our retail contacts and use Zoho invoice. I see that we can create invoices in the Companies and Potentials modules, but not the Leads module. Is there a workaround so we can create a Zoho Invoice right from the leads module?

Mas convert the leads into Potentials, we are not really utilizing the Potentials database? Once converted they leave the Leads module and only show in the Potentials? What might the downside be for moving all the leads into Potentials?

Greg Aanes
2109 Queen Street
Bellingha WA USA