How can I show sold product history for each Account?
For each of my Accounts in Zoho, I want to list the products that a customer has purchased from me. In this case it is a market research report subscription with start and end dates (2 year period). I will then use this information to follow up and sell them the next report when it is published.
How can I add the list if subscribed products for each account?
Using a form of potential? or Activity?
Any suggestions?