How do I create a potential without creating an account?
When one of my salespeople gives a demo to a new lead, I want that Lead to be converted to a Potential and a follow-up to be scheduled.
However, when I hit "convert" to create a Potential out of that Lead, Zoho also creates an Account for that Potential.
What am I doing wrong?
I want my Accounts to only reflect those that have decided to join our service and become customers, not those that were just given a demo.