Tips for Organizing Contacts in Cloze
Learn the ins and outs of Cloze with our product experts. We'll advise you on best practices on how to get started organizing your people and companies with Stages, Segments, Next Steps, Custom Fields and Tags.
Feel free to ask as many questions as you would like or attend and just listen. Simply bring your questions and a Cloze expert will provide detailed answers.
What you’ll learn in Cloze:
* Bulk organizing
* Using Tags
* Editing Contacts
* Setting birthday and anniversary reminders
* Filter, sorting and searching
* How to add segments
* How to adjust keep-in-touch settings
- Live demos