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 * Managing a Team


COMMON QUESTIONS AND SUPPORT DOCUMENTATION

Search

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USING CLOZE


GETTING STARTED

This is a great place to start when you are first setting up your Cloze account.

3 articles


HELP AND TRAINING

Get assistance from our team and register for a training class.

19 articles


CLOZE UNIVERSITY



1 article


WHAT'S NEW

Learn what's new and coming soon. Get early access to beta features.

2 articles


PRIVACY AND DATA PROTECTION

A clear, open and transparent Privacy Policy. Tools to help comply with
regulations.

4 articles


AGENDA

One place to see your of reminders, meetings, follow-ups, to dos, and more.

40 articles


ARTIFICIAL INTELLIGENCE

Powerful AI for relationship management, lead programs, content creation, and
more.

28 articles


PEOPLE AND COMPANIES

One place to go for all your contacts, their details, and activity with you.

105 articles


AUDIENCES



10 articles


EMAIL

Focused Inbox, reminders, scheduling, open tracking, templates, Mail Merge.

52 articles


DEALS, PROJECTS, PROPERTIES

Track activities, notes, and follow-ups in one place.

32 articles


WORKING AS A TEAM

Work with your colleagues on Cloze. Share contacts, activity, assign
responsibility.

48 articles


NOTES AND LOGGING ACTIVITY

Use built-in notes, Evernote and OneNote for note taking.

12 articles


GESTURES AND SHORTCUTS

Swiping gestures and keyboard shortcuts to speed through common activities.

7 articles


LIBRARY

Create and manage your email, call, and text templates.

17 articles


GETTING STARTED WITH THE LIBRARY



6 articles


TEMPLATE ORGANIZATION



6 articles


TEMPLATE SHARING



4 articles


PERSONAL EMAIL TEMPLATES



7 articles


MARKETING EMAIL

Create beautiful, image rich email designs with pixel-perfect layouts.

24 articles


GETTING STARTED WITH MARKETING EMAIL



9 articles


MARKETING EMAIL BUILDING BLOCKS



6 articles


MARKETING EMAIL CONTENT SECTIONS



8 articles


MARKETING EMAIL DESIGN



10 articles


TEXT MESSAGE TEMPLATES



1 article


CALL SCRIPTS



1 article


ARTICLES



2 articles


SNIPPETS



2 articles


CAMPAIGNS

Automate lead management, nurturing, and much more.

30 articles


GETTING STARTED WITH CAMPAIGNS



19 articles


CAMPAIGN EXAMPLES

Examples to try in your Cloze account.

10 articles


CAMPAIGN ACTIONS SETTINGS



10 articles


CAMPAIGN WAIT FOR SETTINGS



6 articles


CAMPAIGN DECISIONS SETTINGS



10 articles


CAMPAIGN FLOW CONTROL SETTINGS



4 articles


AGENDA FEATURES

Quick actions, smart suggestions, reminder types, customizing the view.

23 articles


ANALYTICS AND REPORTING

Engagement analytics for activity, leads, pipeline, and email.

24 articles


GETTING STARTED WITH ANALYTICS



8 articles


CONVERSION ANALYTICS



3 articles


ACTIVITY ANALYTICS



7 articles


PIPELINE ANALYTICS



3 articles


ACTIVE PROJECT ANALYTICS



2 articles


MAIL SENDING ANALYTICS



1 article


CAMPAIGN ANALYTICS



2 articles


ASSIGNING RESPONSIBILITY

Assign leads, to dos, Next Steps, and contacts.

16 articles


BIRTHDAYS AND ANNIVERSARIES

Get reminded each year with recurring anniversary reminders.

3 articles


BULK CHANGES

Quickly apply changes like Stages, Segments, and Tags to many people at once.

7 articles


CLOZE SCORE

Details behind the Cloze Relationship Score.

5 articles


COMPANIES

One view of all the people you know at single organization.

7 articles


COMPLIANCE

Respond to compliance requests and use Smart Links to manage consent.

2 articles


CONTACTS

The ins and outs everything related to contacts.

34 articles


EMAIL FEATURES

Focused Inbox, reminders, scheduling, AI to catch what you might have missed.

21 articles


EMAIL ARTIFICIAL INTELLIGENCE



10 articles


EMAIL FORMATTING



8 articles


EMAIL OPEN TRACKING

Know exactly when someone opens your message or clicks on a link.

5 articles


EMAIL TEMPLATES

Never copy and paste the same message over and over again.

13 articles


EXPORTING

Selectively export people and companies. Create address labels.

3 articles


HELP

Get help when you need it. Our team is available seven days a week.

6 articles


FILTER



22 articles


KEEP IN TOUCH REMINDERS

Automatic reminders to help you stay in touch with the people that matter most.

3 articles


MAIL MERGE

Send a personalized email to multiple people at once.

14 articles


MATCHING ENGINE

Match clients to deals, properties and jobs automatically.

12 articles


MEETINGS

Quickly confirm, add notes, and follow-up on your calendar meetings.

3 articles


MLS



7 articles


NEXT STEPS

Keep track of what you've done and what you need to get done next.

2 articles


ORGANIZING CONTACTS

Organize your contacts with Stages, Segments, Next Steps and Tags.

12 articles


PROJECTS, DEALS, AND MORE

Track activities, notes, and follow-ups in one place.

21 articles


MANAGING PROPERTIES



9 articles


QUICK START GUIDES

Get up to speed quickly on variety of features and subjects.

5 articles


REMINDERS

Save something for later and automatic AI-based reminders to catch what you
might have missed.

5 articles


SEARCH, FILTER AND SORT

Many useful ways to search, filter and sort for your people, companies and
deals.

44 articles


SEARCH



26 articles


SEGMENTS

Track who the person is to you. For example, clients, customers, partners,
buyers, sellers.

6 articles


SHARING

Share contacts and timeline activity with your colleagues.

49 articles


SMART SUGGESTIONS

Artificial intelligence personal assistant to help remember what you don't.

9 articles


SORT



7 articles


STAGES

From lead to close, track where they are on the client journey with you.

3 articles


TAGS

Organize contacts across common traits and group beyond the client journey with
tags.

7 articles


TO DOS

Set a reminder to complete a task on people, companies, deals or projects.

8 articles


VIDEOS AND RECORDINGS

Watch videos and webinar recordings.

27 articles


VIEWS



5 articles


WEBINARS

Weekly web training classes to help you get the most out of Cloze.

9 articles


CLOZE SETUP


SETTINGS

Enable two-factor security, manage billing, change password and delegate access.

18 articles


ACCOUNTS AND SERVICES

Connect other apps and services.

6 articles


APP SETTINGS

Adjust mail, display and layout, notifications and matching settings.

24 articles


ASSISTANT

Set your work week and locale. Refine settings for Smart Suggestions.

6 articles


CUSTOMIZATIONS

Add and edit Segments, Next Steps and Custom Fields. Adjust keep in touch
settings.

39 articles


IMPORTING AND EXPORTING

Import and export contacts, companies, projects, deals.

30 articles


ACCOUNTING AND COMPLIANCE

Enable GDPR compliance settings, set currency, set fiscal year.

3 articles


APPS AND EXTENSIONS

Chrome extension and Outlook Add-on

2 articles


CALLING, NOTES AND MAPS

Adjust settings for dialing, opening notes app and maps apps.

5 articles


CONNECTED ACCOUNTS

Connect email, phone, calendar, messages, business and productivity apps.

3 articles


CONTACT SYNC

Sync iPhone and Android with Cloze.

1 article


CUSTOM FIELDS

Add Custom Fields to store custom information related to your business.

25 articles


DEALS, PROJECTS, PROPERTIES

Customize Segment labels, Next Steps and other settings.

4 articles


DELEGATION



6 articles


DISPLAY AND LAYOUT

Adjust the display and layout to match your preferences.

12 articles


EXPORTING

Export people, companies, projects, deals, customizations and team members.

13 articles


FREE TRIAL AND BILLING

Plan, billing and payment questions.

12 articles


IMPORTING

Import people, companies, projects, deals, and customizations.

20 articles


KEEP IN TOUCH SETTINGS

Set your automatic reminder schedule for each Stage and Segment combination.

2 articles


LEAD MANAGEMENT



9 articles


MAIL SETTINGS

Adjust default mail settings. Add and update email signatures and greetings.

12 articles


MY ACCOUNT

Change your password, enable two-step authentication, delegate access.

7 articles


MY TEAM

Create a Cloze Team and team settings.

3 articles


NEXT STEPS

Create repeatable checklists you write once and use over and over.

2 articles


NOTIFICATIONS

Fine tune the types of notifications you receive.

4 articles


PEOPLE AND COMPANIES

Customize Segment labels, Keep in Touch schedules, Next Steps and other
settings.

6 articles


PREBUILT CUSTOMIZATIONS

Select an industry-based setup to refine and make your own. Rollback previous
setups.

2 articles


SEGMENTS

Add and adjust relationship types. For example: clients, partners, buyers,
sellers.

9 articles


SMART SUGGESTIONS

Adjust settings for AI-based, personal assistant features.

5 articles


WORK WEEK AND LOCALE

Set when you work. Set your default country, number and date formatting.

2 articles


INTEGRATIONS


CONNECT EMAIL

Add Gmail, Office 365, Exchange, iCloud, IMAP and hundreds of other email
services.

36 articles


CONNECT PHONE AND TEXTS

Automatically track iPhone and Android calls and texts on any carrier worldwide.

29 articles


CONNECT CALENDAR

Add Google, Exchange, Office 365, iCloud and other calendars.

3 articles


CONNECT PRODUCTIVITY APPS

Add Dropbox, Calendly, Evernote, Slack, Google Drive, OneNote, OneDrive and
more.

36 articles


CONNECT BUSINESS APPS

Add MailChimp, Slack, DocuSign, DialPad, RingCentral, BombBomb, and more.

37 articles


CONNECT REAL ESTATE APPS

Add Zillow, ActivePipe, SkySlope, Dotloop, Spacio, HomeSpotter, Cloud CMA, and
more.

50 articles


CONNECT SOCIAL MEDIA



2 articles


ACTIVEPIPE

Connect ActivePipe to Cloze.

2 articles


ANDROID

Automatically track your Android calls and texts on any carrier worldwide with
Cloze.

4 articles


API

Integrate with Cloze using our APIs.

2 articles


BOMBBOMB



8 articles


CALENDLY

Connect Calendly to Cloze.

5 articles


CANVA

Connect Canva to Cloze to create marketing materials from your listings.

4 articles


CLOZE CALL AND TEXT SYNC APP

Automatically track calls and text messages.

21 articles


CLOZE CALL AND TEXT SYNC APP FOR IOS



10 articles


CALL AND TEXT SYNC APP ON MACOS



6 articles


CALL AND TEXT SYNC APP ON WINDOWS



7 articles


CALL AND TEXT SYNC APP TROUBLESHOOTING



12 articles


CONTACT SYNCING WITH CARDDAV

Sync contacts from Cloze back to your devices.

5 articles


CLOUD CMA



2 articles


CLOUD PHONE SERVICES



1 article


DIALPAD

Connect Dialpad to Cloze.

5 articles


DOCUSIGN



6 articles


DOTLOOP

Connect dotloop to Cloze.

12 articles


DROPBOX

Cloze Dropbox to Cloze.

5 articles


EMAIL

Connect Gmail, Office 365, Exchange, iCloud, IMAP and 100s of others.

14 articles


EVERNOTE

Connect Evernote to Cloze.

12 articles


GOOGLE

Connect Gmail, Google Calendar, Google Contacts, Google Drive, Google Tasks.

11 articles


GOOGLE DRIVE

Connect Google Drive to Cloze.

4 articles


HOMESPOTTER BOOST



2 articles


ICLOUD

Connect iCloud Mail and iCloud Calendar.

2 articles


IOS

Automatically track your iPhone calls and texts on any carrier worldwide with
Cloze.

19 articles


LOLO GIFTS

Automatically sync Cloze contacts with the #lolo tag to LoLo Gifts

3 articles


MAXA DESIGNS



6 articles


MAILCHIMP

Connect MailChimp to Cloze.

4 articles


MICROSOFT 365

Connect Outlook Email, Outlook Calendar, Outlook Contacts, OneDrive and OneNote.

13 articles


MICROSOFT EXCHANGE

Connect Exchange Email, Exchange Calendar, and Exchange Contacts.

3 articles


MICROSOFT ONEDRIVE

Connect OneDrive to Cloze.

2 articles


MICROSOFT ONENOTE

Connect OneNote to Cloze.

7 articles


MOBILE PHONE CARRIERS

Connect any carrier worldwide to Cloze.

3 articles


PLACESTER



3 articles


REALSCOUT



4 articles


REZORA

Connect Rezora to Cloze.

1 article


RINGCENTRAL

Connect RingCentral to Cloze.

9 articles


SKYSLOPE



7 articles


SLACK

Connect Slack to Cloze.

4 articles


SPACIO

Connect Spacio to Cloze to track open house leads.

1 article


TWILIO



3 articles


XPRESSDOCS

Connect Xpressdocs to Cloze

3 articles


ZAPIER

Integrate thousands of other apps without writing a single line of code.

9 articles


ZENLIST



3 articles


ZILLOW

Connect Zillow to Cloze.

1 article


MANAGING A TEAM


GETTING STARTED WITH A TEAM

Create your team, manage settings and invite your colleagues.

5 articles


TEAM SETTINGS

Manage team wide settings, customizations, roles and permissions.

17 articles


TEAM MEMBERS

Invite team members, manage role assignements, adjust sub team membership.

9 articles


ROLES

Manage role permissions and create custom roles.

14 articles


TEAM ANALYTICS

View team analytics, leaderboards and reporting.

1 article


SUB TEAMS

Structure and set access controls by territory, region, or role.

6 articles

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