How do I export my contacts?

You can export all of your Cloze contacts (or select a specific Cloze Stage, Segment, or Audience) in an Excel or .CSV format.

Please follow these instructions on how to export your contacts.

You can export...

• Audiences (all of your contacts or focused groups of contacts that you have defined)
• Stages (Lead, potential, active, inactive/past or Lost)
• Segments (customers, buyers, sellers, partners, suppliers, etc..)

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

1. Tap on More in the lower left on your computer (cloze.com). 
2. Select Settings. 

2.) Scroll down to the Settings menu to the Import / Export section and click on Export to expand the section. 

3.) Click on the Export button and select the contacts you wish to export.

4.) Select what you would like to export

1. Select your export format 
2. Select the Type you wish to export (People, Companies, or Deals/Projects/Properties)
3. Select the Audience you wish to export (To export all contacts, tap on the Audience named "My People")

5.) Tap "Export Now"