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 the More Options menu (...) and then select Settings.
- Tap on More in the lower left on your computer (cloze.com).
- Select Settings.
2.) Under Customizations, tap on People and Companies to expand the section and then tap on the gear icon next to a Segment to customize labels, adjust your Keep in Touch settings, and Add/Edit Next Steps .
3.) Tap on Add Business Segment.
4.) Tap on New segment without stages.
5.) On this next screen:
a. Name the Segment
b. Adjust your Keep in Touch reminders
c. Tap on the back arrow once you have adjusted all of the information