What types of relationships can I track in Cloze?
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.
- 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
Note: Tap on caret next to the Segment the to expand or collapse the Relationship section.
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
VIDEO: How to organize your contacts in Cloze with Stages, Segments, and Steps.
You can use this section to classify your contacts as...
- Lead (or Warm)
- Potential (or Hot)
- Active (or In Contract)
- Inactive (or Past or Closed)
- Lost
…and select the specific relationship Segment. By default we include:
- Customers - People you sell to or deliver services to
- Buyers - People looking to purchase a property
- Sellers - People selling a property
- Buyers & Sellers - People transacting both a purchase and sale at the same time
- Renters - People renting a property
- Partners - People that help you sell, deliver services or run your organization
- Suppliers - Companies that you buy from
- Investors - People that invest in you or your organization
- Advisers - People that advise, counsel, or mentor you
- Competitors - People that you compete against
- Agents - Agents at other brokerages
- Coworkers - People that work in your organization
- Custom - A custom type of relationship
Personal Segments (examples)
- Family - Your family and relatives
- Friends - Your friends and acquaintances
- Connections - People in your network
- Sphere of Influence - People in your network
- Personal Custom - Personal custom type of relationship
In other industries, like Real Estate you will see other Segments by default like "Buyer", "Seller", "Buyer & Seller", and "Sphere of Influence". Cloze offers several pre-built customizations that you can select as well.
- Tap on Segment to select a segment and organize the contact.
- Tap on a Stage to choose a stage.
In the Customizations Section of Settings you can customize the relationship type labels that are displayed in Cloze. There are several default and custom labels that can be changed to suit your needs.