Organize your contacts with Stages, Segments, Next Steps and Tags.
- Relationship Section Overview
- [VIDEO] Managing your Contacts
- [WEBINAR REPLAY] Organizing Contacts in Cloze
- Where do I find the Relationship section?
- How do I visualize my workflow with contacts?
- What types of relationships can I track in Cloze?
- Focused People View
- 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