How do I exclude contacts with Stages or Segments from my search? | Cloze, Inc.

How do I exclude contacts with Stages or Segments from my search?

You can exclude contacts previously classified with Stages or Segments from your search.

Cloze offers several ways to search by excluding a Stage or Segment. On the People section type in the search box:

Exclude contacts that are categorized by all Stages or Segments:

  • not in any Segment - this will show you everyone that is not in a Segment (customer, client, partner, investor, etc.) 
  • not in any stage - this will show you everyone that is not in any Stage (Lead, active, potential, inactive, lost)
  • not in any stage and segmentthis will show you all of your "other" contacts that are not classified (no Stage or Segment is set)
  • #retailer and not in any stage and not in any segment - this example will show people with the keyword "retailer" that are not classified with a Stage or Segment

Exclude contacts that are categorized by specific Stages or Segments:

  • not in customers (or clients or other Segment) - this will show you everyone that is not marked as a Customer
  • not in customers, partners and investors - this will show you everyone that is not a customer, partner or investor. 
  • not in potential - this will show you everyone that is not set Potential Stage
  • not in active - this will show you everyone that is not set with the Active Stage
  • not in active and potential - this will show everyone that is not marked as active or marked potential
  • stage is customer and segment is not active - this will show you all customers that are not classified with an Active Stage

Examples: