Hi,

We run our business on a subscription-based model, where clients sign up for long-term and pay a monthly recurring subscription fee.

Ideally, I want to be able to forecast our "pipeline" (ie. potentials/deals) which are not yet won, as well as forecast for the account management side where we will need to address renewals at a certain point in time in the future (ie. a few months before contract expiry).

My question is how is the best way to operationalise this using Zoho CRM? Once a potential/deal is "closed won", I understand it essentially disappears from the potential/deal view. Is there a way I can make this record become an "account" or name a new module "Existing customers" and run our account management/renewal function out of that?

Thanks in advance