Cloze offers many ways to search and filter your People, Companies, Deals or Projects. Any of these can be exported into a CSV or Excel file. 

For example you may want to export....

  • ...your Leads, or
  • ...people with the same keyword, or
  • ...Leads that have the same Lead Source, or
  • ...people assigned to you,
  • ...Active Customer companies.

Please see below for some common export examples. 

Export your Leads

Tap on the funnel icon and then select the Lead Stage and Customer Segment. 

 

Tap on the light gray checkmark next to any person's name and then scroll to bottom of the results.  

Next, tap on the checkmark in the menu along the bottom of the screen to select all of the people. 

Tap on the box/up arrow icon to export your selected contacts. 

 

People with the same keyword

Search for your keyword by entering a hashtag (#) and then the keyword name. In this example we are looking for all the people with the "newsletter" keyword. 

#newsletter is entered in the search box to find all of the people with this keyword. 

 

Tap on the light gray checkmark next to any person's name and then scroll to bottom of the results.  

Next, tap on the checkmark in the menu along the bottom of the screen to select all of the people. 

 

 

 

Leads that have the same Lead Source

Tap on the funnel icon and then select the Lead Stage and Customer Segment and the Lead Source Custom Field. 

In this example we have selected the Lead Source: Advertisement

 

Tap on the light gray checkmark next to any person's name and then scroll to bottom of the results.  

Next, tap on the checkmark in the menu along the bottom of the screen to select all of the people. 

 

 

All of the people assigned to you.

In this example we're exporting all of the people assigned to you. Tap on the My People view and then tap on the funnel icon and select Assigned.

 

Tap on the light gray checkmark next to any person's name and then scroll to bottom of the results.  

Next, tap on the checkmark in the menu along the bottom of the screen to select all of the people. 

 

 

Active Customers Companies

In this example we're exporting all of the companies with Active Stage and Customer Segment. Tap on the funnel icon and the select Active and Customer. 

 

Tap on the light gray checkmark next to any company's name and then scroll to bottom of the results.  

Next, tap on the checkmark in the menu along the bottom of the screen to select all of the companies.