Knowledge base | Cloze, Inc.

How do I add multiple contacts to a List, Stage or Segment?

Adding multiple contacts to a list is easy. 

1.) On the People section search for the person you wish to add to a List or Segment and then tap on the check mark next to their name. 

 

You may also use our natural language search to find and select many contacts at once. Click here to learn more about searching in Cloze.

2.) Repeat this process of searching and tapping the check mark for each person or company you wish to add to your list.  Once you have tapped on the check mark you can search again and the previous person will remain checked so you can add multiple people at once. 

 

3.) When you are done, tap on the Stage/Segment icon. 


4.) Select either your Relationship Type Stage (Potential, Active or Inactive) and Segment (Customer or tap on the More dropdown and select Partner, Supplier etc..).