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: Shows who the person is to you
- Stage: Shows where they are on the client journey with you
- Next Steps help you keep track of what you've done and what you have left to do for each type of relationship. Think of them as a repeatable checklist that you can use for each combination of Stage and Segment.
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
