Potential to Case or Order...

Potential to Case or Order...

I have been playing with CRM for the last week or so. Love the product.

We are a computer repair/service company. We get lots of inbound calls and would like to use CRM to track the calls, followup on the calls. I can understand creating a Lead, and then converting the Lead to a Potential.

My issue is what to do next when the Potential becomes a service call for us. I dont want to have to then take all of the info that is linked to that Potential and re-type it into another software to manage and track our service calls.

Any suggestions on how to convert a Potential to an Order or a Case. I can not figure out how to do this. Do you have to manually create a new Case or Order once the Potential reaches this stage? I would like to be able to somehow have a Case or Order created the same way I convert a Lead to a Potential, or have it converted when the Potential reaches a certain stage or status.

When I create an Order or Case is all of the contact information linked to that so that a technician can login and have access to everything.

You can email me at bruce(at)fasterdigital.com.

PS... I tried to register for the forums for several days now but keep getting a message that I have exceeded the number of attempts for this session.