[QUICK START] Relationship Types

On the Contact Profile, you will find a section called Relationship. On your phone tap on the About section or look on the right side of the screen on an iPad, Android tablet, or cloze.com.

It looks like this:

In the above example, the contact is marked as a Potential Customer.

There are several ways you can customize this section. You can

VIDEO: How to organize your contacts in Cloze with Stages, Segments and Steps.

You can use this section to classify your contacts as...

Lead
Potential
Active
Inactive
Lost

…and select the specific relationship Segment. By default we include:

Business Segments

Customers - People you sell to or deliver services to
Buyers - People looking to purchase a property
Sellers - People selling a property
Buyers & Sellers - People transacting both a purchase and sale at the same time
Renters - People renting a property
Partners - People that help you sell, deliver services or run your organization
Suppliers - Companies that you buy from
Investors - People that invest in you or your organization
Advisers - People that advise, counsel, or mentor you
Competitors - People that you compete against
Agents - Agents at other brokerages
Coworkers - People that work in your organization
Custom - A custom type of relationship

Personal Segments

Family - Your family and relatives
Friends - Your friends and acquaintances
Connections - People in your network
Sphere of Influence - People in your network
Personal Custom - Personal custom type of relationship

In other industries, like Real Estate you will see other Segments by default like "Buyer", "Seller", "Buyer & Seller", and "Sphere of Influence". Cloze offers several pre-built customizations that you can select as well. The example below shows the Relationship section with the pre-built Real Estate (Ninja Selling) configuration.