Organizing Contacts
Organize your contacts with Stages, Segments, Next Steps and Tags.
- Relationship Section Overview
- [VIDEO] Managing your Contacts
- Where do I find the Relationship section?
- How do I visualize my workflow with contacts?
- What types of relationships can I track in Cloze?
- What is a Business Segment?
- What is a Personal Segment?
- How do I add multiple people to a Relationship Type?
- What do the colored dots next to people indicate?
- How do I select multiple contacts at once?
- Tips for organizing your sphere of influence
- How to turn off (or on) creating contacts automatically
- How do I find contacts Cloze recommends organizing? (Contacts to Classify Filter)
- Using the Cloze Organizing Wizard