How do I sort my Properties, Projects, or Deals?

Cloze offers several different sorting options for your Projects, Properties, Deals, Asks, Cases, and Sales.

You can Sort by...

Highest Value Deal (Project, Property, etc..)
When You Last Talked
When You Went Quiet
When They Went Quiet
What's Due Next
What's Past Due
Next Step
Best Match
Deal Created
Deal Start
Deal End
Deal Name
Distance

To Sort your Projects, Properties, and Deals tap on the funnel icon and then select your sorting option. You may also group your Projects and Deals by Stage.

The sorting option you select will also update the sorting order of each column in the Kanban Board view on the right.

The Kanban can also be filtered by Segment.

When you filter by Segment you will see the Steps for each Stage as you scroll to the right.