How do I add an activity measure?

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.

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

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.