Relationship Section Overview
When you tap on a contact you’ll find a section within the profile called “Relationship”. Use the Relationship section to track the client's journey with you.
There are several ways you can customize this section. You can...
- Classify and track many types of relationships
- Customize your relationship types (aka Segments)
- Adjust your keep-in-touch settings for each relationship type
- Track Next Steps with your relationships
- Add Custom Fields
Where do I find the Relationship section?
- On your phone tap on the About section
- On an iPad, Android tablet, or cloze.com, look on the right side of the screen.
Relationships can be organized by Stages, Segments, Next Steps, and Custom Fields.
- Segment - The Segment shows who that person is to you
- Stage - The Stage shows where they are on the client journey with you
- Next Step - The Next Step is the next task to ensure the person advances to the next Stage
Tap on caret next to the Segment the to expand or collapse the Relationship section.
Other sections you'll find directly below the Relationship section.
- Contact Info (In this example it is collapsed. Tap to expand the section and view it.)
- At a Glance (short form notes like background notes and talking points).
- Custom Fields (In this example, Details and Buyer Profile are examples of Custom Field sections)
More options
- Tap on the More icon
- Select one of the options, like...
- Assign to a team member
- Make a contact private
- Hide the social feed
- Turn off Keep in Touch reminders
- Add or Change Tags
On the web or tablet app
On the phone app
