I am trying to use the free Zoho for a basic call log, so these may be simple issues, but I haven't found a solution to this point. I have been using a XLS Spreadsheet prior to Zoho. When I import leads I can only get the leads from the 1st sheet into Zoho. How do I get the info from additional sheets?

 

After I import, I don't see a way to organize the leads by the sheets either. For example each "sheet" represents a different "call list" to track separately from other "call lists", but from what I see the leads are only entered by name. True?

 

Also, I don't see a way to customize any of the import fields. (ie. adding a field for an Assitants Name, or An affiliated Association or Chamber, or Time Zone, etc). Is that because it is the free version?

 

Lastly, After a certain number of call attempts and voicemails left, I would like to have a Do-Not-Call list where I don't have to delete the lead all together so I don't attempt to call them later, and will not have mixed in with my normal leads. Is this possible?

 

Thanks for helping a brother out!