How do I customize my relationship types?

When you tap on a contact you’ll find a section within the profile called “Relationship”. Use the Relationship section to track the client's journey with you. Relationships can be organized by Stages, Segments, Next Steps, and Custom Fields. 

Relationship Section Overview

1. Segment - The Segment shows who that person is to you
2. Stage - The Stage shows where they are on the client journey with you
3. Next Step - The Next Step is the next task to ensure the person advances to the next Stage

When you create your Cloze account, there are default Segments that you can use. You can customize the default Segment labels, or you can add your own segments.

VIDEO: How to organize your contacts in Cloze with Stages, Segments and Steps. 

In the Relationship section, you’ll use Stages to show where a contact is in their journey with you. The Stage names are set based on your account configuration to keep everything consistent, so while you can’t rename them, you can fully customize how you use them to match your workflow.

• Warm
• Hot
• In Contract
• Closed
• Lost 

• Customers - People you sell to or deliver services to
• Partners - People that help you sell, deliver services, or run your organization
• Suppliers - Companies that you buy from
• Investors - People that invest in you or your organization
• Advisers - People that advise, counsel or mentor you
• Competitors - People that you compete against
• Coworkers - People that work in your organization
• Custom - A custom type of relationship

Personal Segments

• Family - Your family and relatives
• Friends - Your friends and acquaintances
• Connections - People in your network 
• Personal Custom - Personal custom type of relationship 

Each Segment can have its own set of Custom Fields which allow you to add an additional level of detail for your People, Companies, and Properties (or Projects / Deals) such as birthdays, lead source, or do not contact fields. Click here to learn more about adding Custom Fields to People and Companies. 

Using Custom Fields to Sub-Segment Relationships

TIP: Cloze offers five custom Segments that you can use for other types of Relationships (please see below), however, if you may want to use Custom Fields to sub-segment your types of Customers or Clients.

For example, you may work with different types of contacts — like lawyers, inspectors, or other partners. Instead of creating separate Segments for each, keep them organized under one main Segment (e.g., Partner) and use the “Type” Custom Field to classify their role.

If you follow the same set of Next Steps for all partner types, sub-segmenting with a Custom Field is the best approach.

You can also update Segment labels in Settings > Customizations to match the terms you use in your business (for example, changing “Customer” to “Client”).

Customize Your Segments

1.) Tap on the More Options menu (...) and then select Settings. 

1. Tap on More in the lower left on your computer (cloze.com). 
2. Select Settings. 

2.) Under Customizations, tap on People and Companies to expand the section and then tap on the gear icon next to a Segment to customize labels, adjust your Keep in Touch settings, and Add/Edit Next Steps.  

Create a Segment

If you need to create a new type of relationship, scroll to the bottom of the list and tap on Add Business Segment or Add Personal Segment.

Creating Stageless Segments

There may be specific examples when a contact needs to be organized but they do not fit into a stage. They are a pool of people that you need to organize in some way. 

For example, maybe you have clients or recruits that are not even warm yet. You have not had any contact with them and have not tried to contact them. 

1.) Tap on Add Business Segment or Add Personal Segment.

2.) Tap on New segment without stages.

3.)  On this next screen:

a. Name the Segment

b. Adjust your Keep in Touch reminders

c. Tap on the back arrow once you have adjusted all of the information

How do I reorder segments?

Tap and hold the three lines next to a Segment, then drag and drop it to reorder the list.