How to convert Potentials?

Hi,

I am relatively new to CRM. My organization is creating a website that has members. We want to use Zoho CRM to track all of our leads. Once we have contacted those leads we would like them to turn into Potentials (as well as Contacts and Accounts). Once we have "Closed Won" the Potential it would be great if they would turn into Accounts on a specific Product (we only really have one product at this point, membership in our site). This would allow us to easily track the number of accounts that we have on our site.

Additionally, it would be great if we could also create a number of tasks (or cases) to automatically notify our sales staff (who act like support as well) to touch base with the customer again in 1 month.

As far as i can tell from the workflow rules it is only possible to have a task created following a Potential Closed Won event that will create a task to associate that account with our main product.

Is there any way to create that association automatically?

thanks,

Elliot