How do I create a keyword? | Cloze, Inc.

How do I create a keyword?

With Cloze you can add Keywords to People, Companies, Projects and Deals and then use them to search. Once a keyword is created it is available to be used for organizing People, Companies, Projects and Deals.

Using Keywords

Keywords are like tags and allow you organize People, Companies, Projects and Deals. They are helpful when you are trying to organize People or Projects that span different Segments and want to share this organization with your team on Cloze.

For example a keyword that tracks attendance at a trade show like "Mobile-World-Congress-2017" could be used for both Customers and Partners. You can search by entering a hashtag before the keyword: #mobile-world-congress-2017

To search by keywords you'll first need to add a keyword to a contact. Please see below for instructions on how to create new keywords. 

Custom Fields as a more structured alternative to keywords

Cloze also offers Custom Fields to help your further classify your People, Companies, Projects and Deals. When enabled, Custom Fields appear in the Relationship section for People and Companies and in the Project (or Deal) Status section. Custom Fields are also shared with your team members if you are using Cloze Business. Custom Fields are highly recommended as an alternative to keywords when adding organizational structure around a specific relationship Segment.  Learn more about Custom Fields here

Keywords can be added in bulk to many contacts at once while importing a spreadsheet or can be added in bulk on the People screen


Creating New Keywords

Keywords can be created in two places. 

  1. Tap on the More icon while viewing a Person or Company profile
  2. By editting a Person, Company, Project or Deal

 

Option 1: Tap on the More icon while viewing a Person or Company profile

iPhone and Android phone

 

 

Tablet and web (www.cloze.com)

 

 

 

Option 2: Edit a Person, Company, Project or Deal


Enter in your keywords for the contact in the field labeled Keywords and tap on Save. 

 

Adding Keywords to Projects and Deals

 

Now you can search for the Person or Project or Deal based on the keywords you entered.

Type #[and then your keyword] or keyword is {and then your keyword].

In this example...

#marketing is entered in the search field

Keyword is marketing is entered in the search field. 

Tap on the People section and then enter #[your keyword] or "keyword is [your keyword]" in the search box.


 

 

 

Use "or" operators to return people with either keyword.