How do I create a segment with no stages?
There may be specific examples when a contact needs to be organized but they do not fit into a stage. They are a pool of people that you need to organize in some way.
For example, maybe you have clients or recruits that are not even warm yet. You have not had any contact with them and have not tried to contact them.
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Settings.
3.) Scroll down to the Customizations section and tap on People and Companies to expand the section.
4.) Tap on Add Business Segment or Add Personal Segment.
5.) Tap on New segment without stages.
6.) Name the Segment and adjust your Keep in Touch reminders.