How do I track next steps with my relationships?  | Cloze, Inc.

How do I track next steps with my relationships?

With Cloze you can also add Steps to help you keep track of what you've done and what you have left to do for each type of relationship. Think of Steps as a repeatable check list that you can use for each Relationship Type. For example, for your active clients you might have specific steps you walk through for each engagement - you can now track those steps with Cloze. Or in sales you might follow a specific sales process with different stages. These stages can all be tracked with Steps. You can choose what your next step is and, when it's done, mark it off.

Steps can be added to each Relationship type and customized for Not Yet Qualified, Potential, Active and Inactive Stages. 

 

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

 

2.) Tap on Settings

 

3.) Tap on Customize to expand the section and then tap on the gear icon to add your custom steps.  



4.) Scroll down to the Next Step section. Tap on the Add Step link to add you first step. 



5.) Enter the name of your step. Repeat steps 4 and 5 until you have added all your steps. 


6.) Tap on the gear icon to edit the Step name and add a reminder.


7.)  You can have Cloze remind you a few days after each step. For each step you can set a reminder time and custom template. 

In this example you would be reminded 5 days after your "Introduction Call" step. 




You can also edit your templates in the email composer:


When a Next Step is set, you will see the reminder and follow-up template available in the contact profile.