Zoho CRM - Connecting 2 Fields - Opt-In Type and Opt-In Date To Manage Privacy

Zoho CRM - Connecting 2 Fields - Opt-In Type and Opt-In Date To Manage Privacy

Looking for best practices to create a section to help manage Privacy in the Canadian context.

Opt-in; 
  1. Yes
  2. No


Opt-in type;

  1. Express
  2. Implied

(if Implied) Nature of Implied:
  1. Ongoing private relationship
  2. Gave us a business card
  3. Publicly posted their email address/contact information online related to our field of activity
  4. Request for quote made
  5. Made a purchase request for information made
  6. Contract in place

The duration of the permission to contact depends on the nature of implicit opt-in -  

6 months for request for quote/info, 24 months for Contract in place or indefinitely until actively opts-out for the others.

How to ensure we only email/contact impied opt-ins who