What is a Personal 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 and activity (calls, meetings, emails, notes, etc..) with Personal Segments are always private and not shared with your team.
Personal Segments include:
- Family - Your family and relatives
- Friends - Your friends and acquaintances
- Sphere of Influence or Connections - People in your network, but you would like to not share with your team
- Personal Custom - Personal custom type of relationship
All contacts start without a Segment and remain private (if you are on a team).
- Private - The lock icon indicates the contact has not been shared.
- No Segment - This means a segment has not yet been set. Tap on No Segment to select a Segment.
Tap on the No Segment menu to set a segment.
- Tap on No Segment.
- Select a Personal Segment.
After a personal segment is set:
- The lock icon indicates this contact is private.
- Friend segment set.
In the above example, the contact is classified as a Friend. Stages are hidden for Personal Segments because tracking your progress for family and friends is unnecessary.
In the Customization > People and Companies section you can customize the Segment labels that are displayed in Cloze. Several default and custom labels can be changed to suit your needs.
1.) Tap on the More Options menu (...) and then select Settings.
Mobile:
- Tap on More in the lower right of your screen on mobile (iOS/Android).
- Select Settings.
On your computer:
- Tap on More in the lower left on your computer (cloze.com).
- Select Settings.
2.) Scroll down to the Customizations section and tap on People and Companies to expand the section.
As you scroll down the menu look for the Customizations section.
- Scroll down to the Customizations section.
- Tap on People and Companies to expand the section.
3.) Scroll down to the Personal Segments section.
Here you can...
- Customize the labels and Adjust your Keep in Touch Settings.
- Reorder Personal Segments in the segment menu.
- Add a new Personal Segment.
In the example below the gear icon next to the Friends segment is selected.
Adjust the segment settings as needed:
- Enable or disable this segment.
- Change the label for this segment.
- Adjust the Keep In Touch frequency.
- Enable or disable Smart Keep In Touch (Cloze uses AI to analyze your communication patterns. For anyone organized with this segment, if you typically communicate more frequently with them than the Keep In Touch settings, Cloze may prompt you.
CUSTOM FIELDS
You can also add Custom Fields to Personal 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 you further classify your People, Companies, and Projects (Properties, Deals, etc..). Custom Fields appear below the Relationship section for People and Companies and below the Project (or Deal) Status section when enabled. 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/Properties/Projects.
- 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 a fraction (e.g. 1,000.25)
- Currency - Enter a currency value (e.g. $1,000)
Learn more about Custom Fields: