How do I visualize my Project and Deal workflow?
Cloze provides Stages, Segments and Next Steps to help you organize your Projects, Deals, Sales, Asks and Cases.
Each Stage and Segment combination can have its own set of Next Steps. Next Steps are repeatable checklists that you can setup once and reuse for each Stage and Segment combination. Think of Next Steps as an extension of the higher level Stages—they should mirror your workflow and all of the things you need to get done to move to the next Stage.
Popularly known as a “Kanban View” or “Kanban Boards” Cloze will display a column for each Stage and Next Steps so you can see a high-level view of the Deals and Projects that are in each Stage and Next Step. As you scroll from left to right you see your entire workflow and track of your progress with each Deal or Project.