How to retain contact information in Potential module?
We use Zoho for leads, as soon as they ask for a quote, they become a potential. Unfortunately, this separates their information into a contact record, and a potential record. The way we use Zoho, it would be much easier if the potential's contact information was carried over or copied from the contact form.
Is there a way to include the address, email, and phone to the potentials module?