My company recently starting using Zoho and I have been put in charge of the customization process.  We have a very well defined sales process and I need to customize the tabs and lead conversion process to match that sales process.  Tonight, I began with the steps of renaming some of the tabs, customizing the fields on each of those tabs, and attempting to match fields with the initial "leads" tab.  Now I have run into a HUGE frustration.

The tabs I created to go with our sales process look like this:

*Leads

*Prospect Stage 1

*Prospect Stage 2

*Potential Client

*Client

Each of these correspond to very specific places in our sales process and are necessary to be broken out in this way.  I spent a good couple of hours creating these and customizing each page with the relevant fields we needed.  When I went to map the fields from the "leads" page, several of the key fields such as "phone" "email" and "company name" displayed "none" in the drop down lists of the next 3 groups - and the client group didn't even show up in the match fields columns - meaning this data would be lost upon conversion.  How do I get the matching fields I want to show up in the drop down lists?

Next, I decided to create a test "lead" and move it through our sales process to see if things were moving along smoothly.  This is without workflows/tasks etc. as I haven't gotten there yet - I just wanted to see if I could move a lead to prospect stage 1, stage 2, potential client, client, etc.  I was very quickly made aware that when I attempt to convert a "lead" it moves it not only to our next tab "prospect stage 1," but also to "prospect stage 2," "prospect stage 3," and "Potential Client" all at once. This is really frustrating.  

We need the ability to move a lead to prospect stage 1, and then later move a prospect stage 1 to prospect stage 2, from there to potential client, and then on to client.  Is this at all possible with this CRM system?  We assumed it would be, and I hope we weren't mistaken with the amount of work we've already put in!  I looked through the user manual, etc. and I cannot find any info on how to change this.  The way it is set up now just does not work for our sales process. Please help!