Where can I see a report of my interactions?

In the Cloze Analytics section tap on the Week in Review in the Activity section.

The Week in Review activity report provides a summary of your calls, meetings, and other activity from the last seven days.

Contacts:

  • Total number of contacts, companies, and projects or deals

Email:

  • Breakdown of email sent vs. received
  • Breakdown of bulk vs. regular email

Interactions:

  • Who you interacted with (Customers, Prospects, Coworkers, and others) 
  • How you interacted with Customers
  • How you interacted with Prospects
  • Breakdown of calls, meetings, and notes 

To access this report tap on the Cloze Analytics section and select Week in Review.

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