What do you convert potentials to?
Confusing lifecycle of a deal for Zoho. It starts off as a Lead, then converts to a Potential, and then what? You have to create an Account to create a Potential, but if you lose the deal, you still have an Account set up. Is there not a way to convert a Potential into a Client? Seems like there should be a Client classification to differentiate the Accounts. Perhaps I'm missing something? Please advise.