Cloze in Action: From Referral to Active Seller

  • Level: Intermediate 
  • Estimated time: 20 min
Course overview
This course will give you a clear picture of how Cloze supports your work at every stage of the client relationship. You can follow the full journey or revisit individual steps anytime.

In this course we'll cover:
  • Organizing contacts
  • Scheduling a meeting
  • Transcribing a meeting and capturing key details
  • Sending an eBlast
  • Using the Cloze Open House app
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