How do I track next steps with my relationships?

Next Steps in Cloze help you track what’s been completed and what still needs attention for each relationship. They act as a repeatable checklist that follows your workflow and helps move clients through each Stage.

Each Segment or Stage can have its own set of Next Steps. For example, you might use them to track tasks for active clients or to follow a specific sales process. Simply select your next step and mark it complete when finished.

Next Steps can be set up as a:

1. Process - As you mark steps done, you automatically advance to the next step. Next Steps need to be done in order. Click to see an example at the end of this article.
2. Task List - You can mark steps done in any order, but you need to manually pick which step is the next step. Click to see an example at the end of this article.
3. Mixed - Ordered milestones with unordered tasks underneath each milestone. This article provides more information about Milestones and how they work.

1. When a Next Step comes due, you will see an Action Item to follow-up. Tap on the Action item to see more options such as View Details, Snooze, Call, Email, or Mark as Done.

1.) Tap on the More Options menu (...) and then select Settings. 

Mobile: 

1. Tap on More in the lower right of your screen on mobile (iOS/Android).
2. Select Settings. 

On your computer: 

2.) Tap on People and Companies to expand the section and then tap on the gear icon next to each Segment to add your custom steps.  

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

a. Choose the style of next steps you would like to set up (Process, Task List, Mixed)

• Process - As you mark steps done, you automatically advance to the next step. Next Steps need to be done in order.
• Task List - You can mark steps done in any order, but you need to manually pick which step is the next step.
• Mixed - Ordered milestones with unordered tasks underneath each milestone.

b. Tap on Add Step to create a new step or milestone

c. Example of a Milestone with tasks beneath

d. Example of a Next Step

4.) Enter the name of your step. Repeat steps 3b (Add Step) and 4 until you have added all your steps. 

5.) Tap and hold to drag and reorder steps.

6.) Tap on the cog wheel next to a step to edit it. Tap on Save to save your changes.

Process Mode Style Next Steps

As you mark steps done, they automatically advance to the next step.

Task List Mode Style Next Steps

Mark steps done in any order and set the next step manually. Tap on the checkmark to mark the step done.

Milestone Style Next Steps

Ordered milestones with unordered tasks underneath each milestone. This article provides more information about Milestones and how they work.