You can filter your contacts, companies, email and social feeds to show just customers, prospects, or other lists of contacts so you can focus on specific groups of people.
Tap on the funnel icon at the top of the People screen next to the search box to filter your contacts.
You can filter by:
- Next Steps are optional.
- With Cloze you can also add Next Steps to help you keep track of what you've done and what you have left to do for each type of relationship. Think of Next Steps as a repeatable check list that you can use for each Relationship Type (combination of Stage and Segment). Please learn more here.
Tip: Please note that you can customize Relationship Type labels to fit your needs. For example you can change "Customer/Customers" to "Client/Clients".
Tap here to learn how to customize these labels.