Knowledge base | Cloze, Inc.

Keep In Touch

All keep in touch reminders appear on your Cloze Pro Agenda screen. 

Cloze has 3 types of keep in touch reminders:

  • Automatic. Cloze will automatically surface people you haven't talked to recently that might still be important to keep in touch with.
  • Recurring. Cloze reminds you have you haven't talked to a Customer or Prospect recently. Go to More → Settings → Keep In Touch to change how often you're reminded.
  • Planned. You can schedule a reminder for any contact right from their profile. Go to the To Do tab and choose Add To Do.

Please note: Cloze will only remind you to get in touch if you have not had an interaction with each contact during the time period you set.

  • Use the sliders to adjust how often you are prompted to keep in touch with your Potential Customers and Active Customers.
  • Tap on "With Other Types of People" to adjust your keep in touch settings for other Relationship Types.
  • Cloze can also skip manual reminders you have set if you have had a recent interaction with a contact.

VIDEOHow to organize your contacts in Cloze with Stages, Segments and Steps