Where can I see a report of my interactions? | Cloze, Inc.

Where can I see a report of my interactions?

The Week in Review feature provides a list of your calls and meetings from the last seven days so you can easily follow-up, add to-dos and add notes.

You will also see a summary report of your interactions with your contacts for the last week:

Contacts:

  • Total number of contacts, companies and projects or deals

Email:

  • Breakdown of email sent vs. received
  • Breakdown of bulk vs. regular email

Interactions:

  • Who you interacted with (Customers, Prospects, Coworkers and others) 
  • How you interacted with Customers
  • How you interacted with Prospects
  • Breakdown of calls, meetings and notes 

Note: If this report is not already available as one of your primary visible sections tap on More > Week in Review.