How do I edit a template attached to a Next Step?
You can edit your Next Step Follow-up templates directly in Settings. For each step, you can set a reminder time and a custom template.
1.) Tap on the More Options menu (...) and select Settings.
Mobile:
- Tap on More in the lower right of your screen on mobile (iOS/Android).
- Select Settings.
On your computer:
- 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 each Segment to edit the Next Step template.
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