What people search and filtering options are available in Cloze?
Common Searches
There are several types of searches available in Cloze:
- name (first, last, common nicknames)
- company
- Cloze contact profile headline (note: headline searches also search job titles)
- Cloze contact profile tags
- email domain
- employer (works at)
- location
- Twitter name
Filters and Sorts
Tap on the funnel icon at the top of the People screen next to the search box to filter your contacts.
You can filter by Stage, Segment, Custom Field, Tags, contact information, important dates, custom fields, and more.
Tip: The checkmark (✓) adds a filter and the X removes a filter.
- ✓ - Adds a filter
- X - Removes a filter
1.) Tap on the funnel icon.
1.) Tap on the funnel icon.To create an audience you will first tap on the funnel icon and filter the People section as needed.
Tip: Any filtered view you create can be saved as a new Audience.
2.) Use the various sorting and filter options.
Sorting
Best Relationship, First Met, Last Interacted, They Last Engaged, Due Next, and more
- Tap on the Sort By menu.
- Select a sort order.
- Select a sort direction.
- Tap on the checkmark to set the Sort and Filter.
Quick Filters
With a quick filter, you can set the Stages, Segments, and Tags. Quick filters narrow the results based on each item you select. For example, if you select Hot Seller and the tag #sphere-of-influence only people with the Hot Stage AND the Seller Segment AND the tag #sphere-of-influence are returned in the results. If you only enter the tag Sphere of Influence, only contacts with this tag are returned.
- Stage
- Tap on the + next to Segment
- Select the Segment
- Tag
Stage:
Segment:
Tag:
You may enter one or more tags to filter the audience.
By adding tags the results returned will include people that have all of the tags. For example, if you add #sphere-of-influence and #past-client, only people with both of these tags are returned.
Advanced Filters