How do I customize my Projects or Deal settings? | Cloze, Inc.

How do I customize my Projects or Deal settings?

Cloze provides several ways for you to customize your Projects and Deals. 

  • Change Labels: Change the default labels to fit your industry. Examples: Sale, Order, Deal, Opportunity, Transaction, etc.). 
  • Add Next Steps: Add Next Steps to help you keep track of what you've done and what you have left to do. For example, you might have specific steps you walk through for each Active Project. Or in sales you might follow a specific sales process for Potential Deals. 
  • Enable and Add Custom FieldsCustom Fields are especially helpful if you have a common Deal or Project process, but would like to easily segment them by product line, service, or any other custom classification. Custom Fields are highly recommended instead of creating Custom Project/Deals for each product or service you offer
  • Create Custom Deals or Projects: Use the Custom Types to handle less frequent things that you work on, but you want to track separately and have their own Steps.

Please see below to change labels, add Next Steps and and create custom Projects (or Deals). 

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

 

2.) Tap on Settings

 

3.) Scroll down to the Cloze Pro section and tap on Customize.

4.) In the Customize section scroll down to Projects (or Deals). Here you can customize your Projects:

  • Labels: Change the default labels to fit your industry. Examples: Sale, Order, Deal, Opportunity, Transaction, etc...
  • Next Steps: Tap on the gear icon to add Next Steps to your Projects (or Deals). Learn more about adding Next Steps here
  • Custom Fields: Custom Fields are especially helpful if you have a common Deal or Project process, but would like to easily segment them by product line, service, or any other custom classification. Learn more about adding Custom Fields here
  • Custom Projects/Deals: Use the Custom Types to handle less frequent things that you work on, but you want to track separately and have their own Next Steps.

 

 

 

5.) Tap on the gear icon to Customize your default Project (or Deal) and add Next Steps.

Tip: Cloze includes five custom Custom Types to handle less frequent things that you work on, but you want to track separately and have their own Next Steps. 

For example in Real Estate you will have a different set of Next Steps for a home sale listing versus a home purchase. Each of these have their own unique steps that need to be tracked. 

 

Custom Segments are found under the "Other" dropdown.