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.
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.