Option to convert "Closed Won" Potentials to Sales/Purchase Orders or (better yet) to a new "Current Business" module.

Option to convert "Closed Won" Potentials to Sales/Purchase Orders or (better yet) to a new "Current Business" module.

As "Potentials" implies business to earn, once it's earned or lost we have different requirements for that data rather than having the backlog choking up current potentials that we're tracking in the sales funnel.  To keep "Potentials" cleaned out, we would have to delete our closed potentials, making the point of tracking "Closed Won" and "Closed Lost" no longer useful, forcing us to continue keeping these records in with the non-closed deals.

If we can convert closed Potentials to a "Current Business" (or one of the Orders modules), we can maintain and track current customer relationships and orders, payment histories, etc., without clogging up pending closes.

As an corollary, it may be nice also to have a "Lost Business" module to track "Closed Lost" Potentials and even Current Business Lost.