Cloze Help Center
  • Home
  • Using Cloze
  • Cloze Setup
  • Integrations
  • Managing a Team

Contacts

The ins and outs everything related to contacts.

  • How do I delete a contact?
  • How do I set a preferred phone number?
  • How do I merge contacts?
  • How do I add customers and prospects to Cloze?
  • How do I create a new contact?
  • How do I archive a contact?
  • How do I select multiple contacts at once?
  • Can I log a call that occurred in the past?
  • How do I edit a contact?
  • How to turn off (or on) creating contacts automatically
  • How do I Mute or Unmute a contact?
  • How do I add a social media account to a contact?
  • How do I add a job title and company to a contact?
  • How do I add a birthday to a person's profile?
  • How do I classify a phone number as mobile?
  • How do I set a household field?
  • How do I set a preferred email address?
  • How do I get more details about a contact?
  • How do I remove a piece of information from a contact?
  • How do I classify an email address as always focused?
  • 1
  • 2

Categories

  • Getting Started
  • Help and Training
  • Cloze University
  • What's New
  • Privacy and Data Protection
  • Agenda
  • Automatic Goal Tracking
  • Artificial Intelligence
  • People and Companies
  • Audiences
  • Email
  • Deals, Projects, Properties
  • Working as a Team
  • Notes and Logging Activity
  • Gestures and Shortcuts
  • Library
  • Getting Started with the Library
  • Template Organization
  • Template Sharing
  • Personal Email Templates
  • Marketing Email
  • Getting Started with Marketing Email
  • Marketing Email Building Blocks
  • Marketing Email Content Sections
  • Marketing Email Design
  • Text Message Templates
  • Call Scripts
  • Articles
  • Snippets
  • Campaigns
  • Getting Started with Campaigns
  • Campaign Examples
  • Campaign Actions Settings
  • Campaign Wait For Settings
  • Campaign Decisions Settings
  • Campaign Flow Control Settings
  • Agenda Features
  • Analytics and Reporting
  • Getting Started with Analytics
  • Conversion Analytics
  • Activity Analytics
  • Pipeline Analytics
  • Active Project Analytics
  • Mail Sending Analytics
  • Campaign Analytics
  • Assigning Responsibility
  • Birthdays and Anniversaries
  • Bulk Changes
  • Cloze Score
  • Companies
  • Compliance
  • Contacts
  • Email Features
  • Email Artificial Intelligence
  • Email Formatting
  • Email Open Tracking
  • Email Templates
  • Exporting
  • Help
  • Filter
  • Keep in Touch Reminders
  • Mail Merge
  • Matching Engine
  • Meetings
  • MLS
  • Next Steps
  • Organizing Contacts
  • Projects, Deals, and More
  • Managing Properties
  • Quick Start Guides
  • Reminders
  • Search, Filter and Sort
  • Search
  • Segments
  • Sharing
  • Smart Suggestions
  • Sort
  • Stages
  • Tags
  • To Dos
  • Videos and Recordings
  • Views
  • Webinars
No results found

© Cloze Inc. 2025. Powered by Help Scout