Help in structuring a process

Hello, I would like some guidance about how to set up and track a relationship-building process on Zoho CRM. Here's an example:
- I have three relationship stages: Meet, Connect, Invite.

- Each of those has different values to that can be attributed to them. For example, "Meet" has "Industry Event", "Dinner" and "Referral". Connect has, "Coffee," "Call", "Video Call". And etc.

- Let's say I'm determining the Invite for a contact; when strategizing what that should be, I need to be able to see the Relationship Stage and the different values associated with "Meet" and "Connect" so I can decide the right "Invite."

Can I get some direction on how to set this up? I've tried adding a new module, "Relationship", and then using Layouts to display the info. I've also tried using Canvas to set up the view, but neither of those seem to be getting me where I need to do (and I'm having a little trouble understanding how permissions work across Layouts, Canvases and Views).

I'm not a beginner when it comes to information structure, but I can't seem to get Zoho setup like I wanted, which is making me think I'm missing something. Any advice is appreciated (and I'm sure I've forgotten something important, so questions are welcome, too). Thanks in advance!

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