I am new to this and trying to use the free Zoho CRM for a basic cold call log. I have currently been using an Excel Spreadsheet which works, but the amount of call data and call notes are starting to get cumbersome. But, when I import leads from my Excel Spreadsheet into Zoho, I only get the 1st sheet. How do I capture the other sheets?
I also dont see a way to organize the leads other that alphabetical. Each of my "sheets" represent a separate "call list" and I would like to be able to see and work on each "call list" separately. Can this be done?
Is there a way to customize import fields with the free version? (ie Adding a field for Assitants Name, or Time Zone, or an Affiliated Chamber or Association, etc.) Even the Industry field only appears to have preset selctions.
Lastly, I would like to have a Do-Not-Call list after a certain number of voicemails/call attempts are made. But I don't want to delete the Lead al together, just not have it with my normal Leads. Is this possible?
Thanks for the help!