Automatic Keep in Touch Reminders
Cloze analyzes your interaction patterns and will automatically surface people you haven't talked to recently that might still be important. You will see these reminders on the Agenda.
This feature is enabled by default in premium Cloze accounts. If you wish to adjust your settings please see below.
Beyond these automatic suggestions you can also set recurring and planned keep-in-touch reminders.
- Recurring. Cloze reminds you when you haven't talked to a Customer or Prospect recently. Go to More → Settings → Keep In Touch to change how often you're reminded. Learn more about setting recurring keep-in-touch reminders,
- Planned. You can schedule a reminder for any contact right from their profile. Go to the To Do tab and choose Remind me to keep in touch. Learn more about creating planned To Dos.
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Settings
3.) Scroll down to the Assistant section and tap on Smart Suggestions to expand the section.