How do I visualize my workflow with contacts?

Use the Kanban view to visualize your entire workflow of Stages, Segments, and Next Steps.

Cloze provides Stages, Segments, and Next Steps to help you organize your contacts.

Each Stage and Segment combination can have its own set of Next Steps. Next Steps are repeatable checklists that you can set up once and reuse for each Stage and Segment combination. Think of Next Steps as an extension of the higher level Stages—they should mirror your workflow and all of the things you need to get done to move to the next Stage.

Popularly known as a “Kanban View” or “Kanban Boards” Cloze will display a column for each Stage and Next Steps so you can see a high-level view of the people or companies that are in each Stage and Next Step. As you scroll from left to right you see your entire workflow and keep track of your progress with each person or company.

Tap on the People dropdown menu to select a specific Segment. 

Group by Stage or Segment.

Tap to select and drag a person to another Stage or Next Step column.

Tap on the funnel icon to change the sort order.