With Cloze you can also add Next Steps to help you keep track of what you've done and what you have left to do for each type of relationship. Each Stage and Segment combination can have its own set of Next Steps.
Think of Next Steps as a repeatable check list that you can write once and reuse for each Relationship Type. Next Steps are an extension of the higher level Stages—they should mirror your workflow and all of the things you need to get done to move to the next Stage.
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 Next 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 mobile (iOS/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.