Cloze offers several different sorting options for your Projects, Deals, Asks, Cases and Sales. 

You can Sort by...

  • Highest Value Deal
  • When You Last Talked
  • When You Went Quiet
  • What's Due Next
  • Next Step
  • Deal Created
  • Deal Start
  • Deal End
  • Deal Name (Alphabetical) 

To Sort your Projects and Deals tap on the funnel icon and then select your sorting option. You may also group your Projects and Deals by Stage. 

 

The sorting option you select will also update the sorting order of each column in the Kanban Board view on the right.