How do I view my own profile in Cloze?

The contact information from your own profile in Cloze is used in several places:

  • When creating an email signature using Cloze's designer
  • In the Marketing Email personal footer 
  • In the Market Email personal signature
  • In your team to identify you (e.g. for example, the name used in your profile is visible to your colleagues when they are assigning a contact or to-do to you)

Please follow the instructions below to make changes to your own Cloze profile and see your own timeline of activity.

Navigate to your own Cloze Profile

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.) Tap on My Account to expand the section and then tap on the View button next to Your Profile.

Edit your own profile

In your own profile, you can edit your name, contact information, profile picture, social media details, and more. The information included here is used to automatically other aspects of Cloze to save you the time of entering it multiple times. We recommend reviewing and updating your profile to ensure it is accurate.  

Your profile information is used:

  • When creating an email signature using Cloze's designer
  • In the Marketing Email personal footer 
  • In the Market Email personal signature
  • In your team to identify you (e.g. for example, the name used in your profile is visible to your colleagues when they are assigning a contact or to-do to you)

Tap on Edit next to your name.

The information you enter in your own profile will be used in your personal signature and other places that use your own details.  

Tap on the About section to edit your name, headline, and picture.

Add your profile picture.

Tap on the + icon to add a new profile picture. 

Tap on Contact Info to update your contact information. 

Set the type of email address.

Tap on the type icon to set the email address as personal or work. 

You can also set "Preferred" if you have multiple work or personal email addresses. When you set an email address as Preferred Cloze will use this email address in merge fields (e.g. for your email signature. 

Set the type of phone number.

You can also set the type of phone number (like mobile, voice, fax) and if it is work or personal. 

And set if the number is work or person and preferred.

Add Social Media

The social profiles added to your own profile can also be included in your email signature. 

Tap on the plus (+) icon to add social media profiles. 

Enter your social media handle and then set the type of social media account. 

Tap on the Save button when you are done.

View your timeline activity

Your own timeline of activity is displayed in your profile. Tap Show More at the bottom of the timeline to see your full timeline and to filter by activity type (calls, texts, email, meetings, etc..).




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