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/Past 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
- Upcoming Birthdays
- Next Step
- First Name
- Last Name
- Contacts you may want to classify
Tip: These Sorts can be used in combination with Type. 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 the prospective clients that you haven't talked to recently.
On the Phone app
On your computer or the tablet app
The Kanban board view also updates when you change the Sort order.