How do I customize my Project, Property or Deal settings?
Note: If you have selected one of our customization options this may be labeled Deal, Property, Project, Sale, Listing, etc.
Cloze provides several ways for you to customize your Projects and Deals.
- Labels - Change the default section labels to fit your industry. Examples: Sale, Order, Deal, Opportunity, Transaction, etc...
- If you are using our Matching Engine feature you may want to change the default section label to the "product" you are brokering.
- Conversion - When you convert a person or company from Warm to Active you have the option to automatically create a Deal (or Project) in one step. Learn more about the convert option here.
- Stages - Cloze allows you to include or exclude an Active deal stage for Properties, Projects, or Deals. Learn more about Deal and Project Stages here.
- Segments - Use the Custom Segments to handle less frequent things that you work on, but you want to track separately and have their own Steps. Learn how to create custom segments.
- Next Steps - Add Next Steps to help you keep track of what you've done and what you have left to do. For example, you might have specific steps you walkthrough for each Active Property, Project, or Deals. Learn more about adding Next Steps here.
- Custom Fields - Custom Fields are especially helpful if you have a common Deal or Project process, but would like to easily segment them by product line, service, or any other custom classification. Learn more about adding Custom Fields here.
1.) In your Cloze account:
- Tap on More in the lower left on your computer (cloze.com).
- Select Settings.
2.) Scroll down to the Customizations section and tap on Projects (or Deals or Sales or your custom label) to expand the section.
3.) Here you can customize your Deals or Projects:
- Labels - Change the default section labels to fit your industry. Examples: Sale, Order, Deal, Opportunity, Transaction, etc...
- If you are using our Matching Engine feature you may want to change the default section label to the "product" you are brokering.
- Conversion - When you convert a person or company from Warm to Active you have the option to automatically create a Deal (or Project) in one step. Learn more about the convert option here.
- Stages - Cloze allows you to include or exclude an Active deal stage for Properties, Projects, or Deals. Learn more about Deal and Project Stages here.
- Segments - Use the Custom Segments to handle less frequent things that you work on, but you want to track separately and have their own Steps. Learn how to create custom segments.
- Next Steps - Add Next Steps to help you keep track of what you've done and what you have left to do. For example, you might have specific steps you walkthrough for each Active Property, Project, or Deals. Learn more about adding Next Steps here.
- Custom Fields - Custom Fields are especially helpful if you have a common Deal or Project process, but would like to easily segment them by product line, service, or any other custom classification. Learn more about adding Custom Fields here.