Help needed with Zoho CRM for Medicare

[tholgate96]

We are a small practice using Zoho CRM for about a year now, both Life and Medicare Sales, and looking for help with set up. We are starting to need to pull out all the data (data began in 2016, but have only been using CRM for a year or so - imported data from spreadsheets) in reports and am finding I may not have set up correctly for getting the data out we need. Specifically for Medicare tracking where you have deals of IEP, AEP, Renewals. I was tagging renewals, also tagging AEP changes by tagging the IEP with disenrollment and adding AEP as new deal. But now when trying to get reports on # of new clients per year, # of renewals, etc., I'm thinking there has to be a better way - this isn't "clean." Also, CRM help chat was not helpful in trying to understand my application. Their last suggestion was renewal dates but I can't see how that will help.

If you use CRM for Medicare sales and get data out via reports, I would greatly appreciate to know how you have yours set up. Thank you!