How do I add customers and prospects to Cloze?

Classifying a contact in Cloze as a Customer or Prospect is easy.  On the Contact Profile you will find a section called Relationship. On your phone tap on the About section or look on the right side of the screen on iPad, Android tablet or cloze.com.

It looks like this:

In the above example the contact is marked as a Lead.  

There are several ways you can customize this section. You can

VIDEO: How to organize your contacts in Cloze with Stages, Segments and Steps

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

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

2.) On your iPhone or Android phone tap on About and the tap on "Lead" or "Active" to set the Stage and Segment. A single tap will set both the Stage and Segment. 

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