We have been using Zoho for a few months but would like to improve our process flow. The way we see it, the logical path through the CRM would be:
- Account - we become aware of or make contact with a new company that might be in need of our products
- Contacts - we make contact with the company and define individuals within the organization who might be in need of our products
- From these contacts and accounts, we determine LEADS that might be a specific target within a company that we would like to pursue
- When a LEAD has been quantified, it becomes a POTENTIAL with a target dollar value, and a likelihood of completions (probability of sale)
To us, this seems like the logical progression through your system, but there does not seem to be a way to convert a contact into a lead. In the QuickLinks you can add a new task or potential, but not a new lead. Can the quick links be customzed so that we can "Add a new Lead" instead of (or in addition to) "add a new task"?