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.
- Total number of contacts, companies, and projects or deals
- Breakdown of email sent vs. received
- Breakdown of bulk vs. regular email
- 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.