Hi

We're trialing Zoho CRM for a B2C subscription-based business with a few different products. So no accounts, just contacts who are either customers and potential customers. We need to be able to very clearly distinguish between the two – contacts who have an active subscription and those who do not. How can we make sure this happens?

Right now, the way I see it, after a deal is won with an associated product, this information does not update the associated contact. So the contact does not become associated with the particular product on the deal. But we need this to happen because now the client is a subscriber to the product. How do we make this happen automatically, without the salesperson having to click through to the contact and update it manually?

Thanks,

Tom