We sell through resellers and as such we have a large number of potentials listed under one account. We would prefer not having to create a new account under this parent and then list the potentials under the child account because our closure rate is about 30% so 70% of the accounts within Zoho would end up being inactive.
A simple solution to this and other issues when viewing potentials and contacts within an account is to add the same filtering that is available under potentials and contacts within the account page. i.e when I go into an account, I can view my live potentials or my contacts. Currently I have to trawl through all the lost potentials from my and other sales folks working the same account.
My request is therefore to add the same filter function that is available in contacts and potentials to the potentials and contacts within an account.