Activity Measures

In settings, you can set up activity measures to track progress for you, your team, and Deals/Projects/Properties. Activity measures can track activity automatically (e.g. calls made or emails sent) or manually like logging a drop-in.

Team member (other Cloze users) activity appears on your team's Activity Leaderboard
Deals/Projects/Properties activity appears on Pipeline and Active Deals/Projects/Properties activity reports.

By default Cloze includes several activity measures:

Calls Made - Count of calls you are a team member made.
Sent Mail - Emails sent by you or a team member.
Mail Opens - Sent emails that have been opened.
Link Clicks - Sent emails that have had links clicked.
Meetings - Count of scheduled or planned meetings.
Sent Messages - Messages sent by you or a team member.
To Dos - Number of To Dos completed.
Steps - Number of Next Steps completed.
Notes - Number of notes created.
Calls - Time on all calls.
Meetings - Time spent in regular meetings.

Customize the Leaderboard

Select columns to include in the leaderboard

Tap on the gear icon to select the columns you wish to include in the leaderboard.

Reorder the columns

1.) Navigate to Cloze settings, by tapping on More and selecting Settings.

2.) Scroll down and tap on Activity Measures to expand the section.

3.) Tap on the gear icon next to the type of measure you wish to reorder.

Users - customize measures for leaderboards and activity reports
Deals (or Properties or Projects) - Customize measures for Deals (or Properties or Projects)

4.) Drag to reorder the measures to reorder them on the Leaderboard.

This menu determines the order of the columns on the Leaderboard. Pipeline and active properties/projects can also be reordered.

In this example, Calls Made is in the first position in this menu, and the first column in the Leaderboard. Sent Mail is in the second position in this menu, and the second column in the Headboard.

Drag to reorder the measures as needed.

Add your own Activity Measures

You can also add other built-in measures or create your own measures.

Email Measures

Replies - Sent emails that have had replies
Received - Received emails (not counting bulk mail)
Bulk Mail - Received bulk emails
Non-Bulk - Send and received emails (not counting bulk mail)
Mail Re - Emails linked to the person, company, or property
Auto Sent Mails - Emails that have been automatically sent
Mail - All emails

Postal Measures

Personal Postal Mail - Personal postal mail sent by you or a team member
Bulk Postal Mail - Bulk postal mail sent by you or a team member
Postal Mail - All postal mail

Meeting Measures

Drop Ins - Count - Short, often unscheduled, meetings or visits
Drop Ins - Time - Time spent in unscheduled, meetings or visits

Call Measures

Calls In - Count - Calls to you or a team member
Calls In - Time - Time on calls to you or a team member
Calls Made - Time - Time on calls you or a team member made
Calls Re - Count - Calls linked to the person, company, or property
Calls Re - Time - Time on calls linked to the person, company, or property
Calls - Count - All calls

Messaging Measures

Messages In - Messages you or a team member received
Messages Re - Messages linked to the person, company, or property
Messages - All messages

Internal Measures

Assignments - Number of contacts assigned
Claims - Number of contact assignments claimed
Lead Alerts - Number of broadcast alerts received
Notes - Number of notes created
To Dos - Number of to dos completed
Steps - Number of next steps completed
Assignments - Number of contacts assigned
Claims - Number of contact assignments claimed
Lead Alerts - Number of broadcast alerts received

Add a built-in measure

To add one of the above measures tap on the Add button and then scroll down the menu and select a measure.

Add a custom measure

1.) To add a custom measure tap on the Add button and select New Measure.

2.) Set up your measure.

Enter the following:

Name
Name (Plural)
Description (Optional)
Applies To - the base activity to which the measure can be applied either manually or automatically.
- Meetings
- Calls
- Texts
- Sent Mail
- Inbound Mail
Duration - The default duration when manually logging.
- 5m
- 15m
- 30m
- 1hr
- more
Count - Cloze can count the measure in two ways:
- In addition - the measure will be counted separately in addition to the base metric.
  - For example, a meeting-based activity measure would count the measure AND the meeting.
    - In this example, the measure is NOT subtracted from overall meetings that occur.
    - This will double-count activity, but is helpful if you are trying to isolate a metric while counting the base metric overall. You'll still look at Meeting Count to see your overall meetings.
- Instead of - if the measure is applied it is not counted separately.
  - For example, a meeting-based activity measure like a Drop In Count would count as the Drop In Count measure and NOT as a Meeting Count measure.
    - The measure subtracts from the base metric.
    - To get the total number of meetings you would add the Meeting Count measure PLUS this meeting-based measure.