Getting Started: Organizing Contacts in Cloze

  • Level: Beginner 
  • Estimated time: 60 min
Course overview
This course will help you organize your contacts so you can focus on the relationships that grow your business.  

In this course we'll cover:
  • Prioritize your top contacts using Tags, Stages, Segments, and Next Steps
  • Save time organizing contacts with sorting, filtering, and bulk updates
  • Stay connected with Keep in Touch reminders
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