Keywords are like tags and allow you organize people, projects deals or companies. Keywords are helpful when you are trying to organize your contacts across many traits or characteristics and want to share this organization with your team on Cloze.
You can import contacts using a CSV (comma separated value) file. When you import your file you can also include keywords.
1.) Prepare your import file
Add new columns to your spreadsheet to accommodate your keywords. You can add up to keyword 20 columns.
In this example the spreadsheet has several column headings that have been mapped to the equivalent name in Cloze so this CSV file can be imported. You will need to check and change each column of your original file to make sure it matches the appropriate import field in Cloze.
2.) Import your file into Cloze
If your import file is from another system you will need to check each column header first. Please follow the instructions above.
1.) Tap on More (...) in the lower left of your screen on cloze.com.
2.) Tap on Settings
3.) Scroll down to Import / Export and click to expand the section.
Click on the Add Files button to navigate your prepared file you wish to import.
4.) Then click on the Start Import button to import your contacts.
You will see your new keywords on each profile.
On the People screen you can now search by your newly imported keywords.