How do I set my Primary Relationship Type?
When you tap on a Stage, Cloze automatically also sets your default Segment.
Within Cloze you will find many ways to organize your relationships. Cloze includes two primary types of Segments: Business Segments and Personal Segments. You can adjust your Default Segment by following the steps below.
1.) Tap on the More Options menu (...) and then select Settings.
Mobile:
- Tap on More in the lower right of your screen on mobile (iOS/Android).
- Select Settings.
On your computer:
- Tap on More in the lower left on your computer (cloze.com).
- Select Settings.
2.) Tap on People and Companies to expand the section.
3.) Scroll down to the Primary Relationship Type section. Tap on the dropdown and then tap on a Segment to set your Primary Relationship Type.
Alternate Option: You can also tap and hold the three lines next to a Business Segment, then drag it to the top of the list to set it as your Primary Relationship Type.
