Knowledge base | Cloze, Inc.

How do I add customers and prospects to Cloze?

Marking a contact in Cloze as a Customer or Prospect is easy.  

Please see below or you can update many contacts at once following these step-by-step instructions

1.) Tap on the contact you wish to mark as a Customer or Prospect to open their profile.

 

 

2.) On your iPhone or Android phone scroll down and then under Relationship tap on "Active" and "Customer" or "Potential" and "Customer" (prospect). 


 

On your iPad, Android Tablet and on cloze.com look on the right side of the screen.