How do I adjust my keep in touch settings for each relationship type?
You can set your keep in touch reminder settings for your various Relationship Types in Cloze. For example if you want to be reminded to stay in touch with your leads every few days or past clients every few months weeks, follow the instructions below.
Cloze offers many options including:
- 1 day
- 2 days
- 3 days
- Week
- 2 weeks
- 3 weeks
- Month
- 45 days
- Quarter
- 6 months
- Year
Note: You can repeat these adjustments for all relationship types (buyers, sellers, customers, or any custom segments you have created).
1.) Tap on the More Options menu (...) and then 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.) Tap on People and Companies to expand the section and then tap on the gear icon next the Segment you want to adjust your Keep in Touch Reminders for.
3.) Adjust the sliders in the Keep In Touch section to fine tune your reminders.
Slide to the right for more time between reminders or to the left for less time.
