What is a Business Segment?

Within Cloze you will find many ways to organize your relationships. Cloze includes two primary types of Segments: Business Segments and Personal Segments.

If you are using Cloze with your team, contact information for Business Segments can be shared with your team. Timeline activities (like calls, emails, meetings, notes,etc..) can also be shared with your team in a variety of ways

Business Segments include:
  • Customers - People you sell to or deliver services to
  • 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
  • Coworkers - People that work in your organization
  • Buyers - real estate industry-specific: People buying a property
  • Sellers - real estate industry-specific: People selling a property
  • Buyers & Sellers - real estate industry-specific: People buying and selling a property at the same time
  • Custom - A custom type of relationship

In the above example, the contact is classified as a Potential Customer. Customer is the Business Segment and Potential is the Stage. 

In the Customizations section of Settings, you can customize the Segment labels that are displayed in Cloze. There are several default and custom labels that can be changed to suit your needs. 

Cloze offers several pre-built customizations that you can select as well. The example below shows the Relationship section with the pre-built Real Estate (Ninja Selling) configuration.

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

2.) Tap on Settings

3.) Scroll down to the Customizations section and tap on People and Companies to expand the section.

4.)  Scroll down to the Business Segments section.

Here you can...


You can also add Custom Fields to your Business Segments. 

Custom Fields are available in all Stages of a single Segment or can be limited to specific Stages or specific Segments. Examples include Type, Role, Department, Lead Source and any other you create. Cloze offers custom fields to help your further classify your People, Companies and Projects (or Deals). When enabled, Custom Fields appear below the Relationship section for People and Companies and below the Project (or Deal) Status section. You can also organize your Custom Fields into Custom Sections.  

Custom Fields are also shared with your team members if you are using Cloze Business.  

There are several different types of Custom Fields that you can use to tailor the profile for People, Companies, Projects and Deals. 

  • Text - Any type of text may be entered. A common example would be an account ID. 
  • Pick List (one) - Pick one field value from a list
  • Pick List (many) - Pick multiple field values from a list
  • Date - Set a date (no time) 
  • Round Number - Enter a number with no fraction (e.g. 1,000)
  • Decimal Number - Enter a number with fraction (e.g. 1,000.25)
  • Currency - Enter a currency value (e.g. $1,000)

Learn more about Custom Fields:

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