How do I add a Stage or Segment to multiple contacts at once?

1.) On the People section search for the person (or group of people) you wish to add to a Stage and/or a Segment and then tap on the checkmark next to each of their name(s). You may also use our natural language search to find and select many contacts at once. Click here to learn more about searching in Cloze.

2.) Tap on the checkmark that appears in the lower right.

3.) Tap on Change.

4.) Tap on the dropdown next to Stage and/or Segment in the Stage and Segment section to select what you want to add or change. 

a.) If there are next steps associated with the Stage and Segment, you can also set that too.

5.) Tap on Save.

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