What contact sorting options are available in Cloze?

Cloze offers several different sorting options to help you focus on specific groups of people. 

You can Filter by...

  • Relationship Stage (Lead, Potential, Active, Inactive and Lost)

You can Sort by...

  • Best Relationship
  • When You First Met
  • When You Last Talked
  • When You Went Quiet
  • When They Went Quiet
  • When it was assigned (Cloze Business teams)
  • What's Due Next
  • What's Past Due
  • What's New and Untouched
  • Next Step
  • First Name
  • Last Name
  • Distance

Tip: These Sorts can be used in combination with Type and Lists. For example under the Type tab you could select "Potential Clients" and then on the Sort tab select "When You Went Quiet" to see all of your prospective clients that you haven't talked to recently. 



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