Knowledge Base
Relationship Types, Next Steps and Keep in Touch Settings
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?