We have partners that we work with who refer new clients to us. I have always created these new clients as potentials under the partner company on our CRM. This means that i can track how well our partners are referring work to us easily, as the potential list just grows and grows. However when one of those potentials converts I can't work out how to create an account? As this is not new work for the 'Partner' but a completely new client, can you advise me? I have set up lots of potentials under the referral account, as also the correspondence usually goes through them until the job is completed and then we take the client on from that point. I would now like to also have them as separate Accounts, without having to retype everything in as a duplicate account. Is this possible?
Any advice greatly welcome!
many thanks, CLARE