How do I export my companies?
With Cloze Pro or Cloze Business you can export all of your Companies in a .CSV spreadsheet.
Please follow these instructions on how to export your Companies.
1.) Tap on More (...) in the lower left of your screen on cloze.com.
2.) Tap on Settings
3.) Scroll down to the Settings menu to the Import / Export section and click on Export to expand the section. Then click on the Export button and make your selection.
You can export...
- All Companies
- Stages (Lead, Potential, Active, Inactive, Lost)
- Segments (Customers, Partners, or any custom ones you have created etc..)