Relationship Types, Next Steps and Keep in Touch Settings
- Relationship Section Overview
- What types of relationships can I track in Cloze?
- How do I customize my relationship types?
- How do I adjust my keep in touch settings for each relationship type?
- How do I track next steps with my relationships?
- How do I visualize my workflow with contacts?
- How do I turn off or adjust Keep in Touch reminders for contacts assigned to other team members?
- How do I turn off Keep in Touch reminders for a contact?
- How do I turn off Keep in Touch reminders for Companies?
- How do I adjust my Keep in Touch reminders for Deals or Projects?
- Where do I find the Relationship section?
- 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?
- Can I hide a relationship type?