Relationship Section Overview
Organize your contacts and workflow with Stages, Segments, and Next Steps.
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 an iPad, Android tablet, or cloze.com.
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
Tap on the More icon to...
- Assign to a team member
- Make a contact private
- Hide the social feed
- Turn off Keep in Touch reminders
- Add or Change Tags