How do I add customers and prospects to Cloze?
Classifying a contact in Cloze as a Customer or Prospect is easy. 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 iPad, Android tablet or cloze.com.
It looks like this:
In the above example the contact is marked as an Active Customer.
There are several ways you can customize this section. You can
- Customize your relationship types
- Adjust your keep in touch settings for each relationship type
- Track Next Steps with your relationships
- Add Custom Fields to track other information like types of Customers
Please see below or you can update many contacts at once following these step-by-step instructions.
1.) Tap on the person you wish to classify as a Customer or Prospect to open their profile.
2.) On your iPhone or Android phone tap on About and the tap on "Potential" or "Active" to set the Stage and Segment. A single tap will set both the Stage and Segment.
On your iPad, Android Tablet and on cloze.com look on the right side of the screen.