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Marketing Email button labels (see below for more details). Property (or Deal, Project, Sale, Job, etc.) descriptions. Custom Fields and associated picklist values. Multilingual Templates - You can set custom fields and email subjects so that templates and other content are sent to clients in their preferred language automatically. For any Cloze template you can translate:. New redaction options- Set default sharing to redacted mode and set redaction for specific connected accounts. Simply tap on the checkmark along the top of the screen to select all contacts in your search results, filtered view, or audience. Select all contacts with a single click - There is no need to scroll further down the page. With Audiences, you can quickly access groups of contacts without the need to filter each time. Audiences are dynamic so as you add or remove any criteria they will adjust automatically. Introducing Audiences - You can create custom audiences based on criteria you include (or exclude) like Stages, Segments, tags, and other information like the contact source (e.g. Dedicated notes section in the contact profile- Instead of the social section you will now see a dedicated view of notes. More timeline filtering options- In addition to email, calls/texts, and meetings, the contact timeline can now be filtered by notes, messages, social, audit trail, and activity measures. #Insert a calendly ,ink in outlook for mac signature for free#
Campaigns are included for free with the Platinum Plan.
#Insert a calendly ,ink in outlook for mac signature how to#
Please email us at and we'll provide instructions on how to enable this feature.
Campaigns are here! - Campaigns are a way to automate follow-up and other processes for each client individually. #Insert a calendly ,ink in outlook for mac signature android#
New Android app for phone and tablet (version 2021.7) - Download the latest version from the Play Store. New iOS app for iPhone and iPad (version 2021.7) - Download the latest version from the App Store. How David Mundt Drove $140M+ in Real Estate Sales With Cloze CRM. How one brokerage builds authentic client relationships with Cloze and ActivePipe. *Email us at and we'll enable these beta features. SkySlope * - please email us at and we'll provide early access instructions. Find contacts that do have specific contact information. Find contacts that do not have specific contact information. 
Managing Real Estate Transactions in Cloze. Never Let a Lead Slip Through the Cracks with Cloze. Increasing Referrals and Repeat Clients with Cloze. Getting Started with Cloze for Real Estate. New! Feature Spotlight: Templates and Assists. New! Feature Spotlight: Keep in Touch Reminders. Tips for Organizing Contacts in Cloze. #Insert a calendly ,ink in outlook for mac signature install#
Install the Cloze Outlook add-in by following these instructions.
Cloze Outlook Add-in - see Cloze related context inside of Outlook. Please include a short description of your integration plans. If you would like access to the Cloze API please email us at and we'll provide instructions on how to access it. Cloze API * Direct access to Cloze's API is now available in beta for users and partners. :max_bytes(150000):strip_icc()/signatures-56dd540f6990486587d3846a22bd3a51.jpg "insert a calendly ,ink in outlook for mac signature")
Twilio - Automatically send texts with Twilio and Cloze Campaigns. DocuSign - With your DocuSign account connected to Cloze, you can easily access signed documents, view signing activity in the timeline of each person involved, and initiate signing directly from your Cloze account. Syncs purchase and sale anniversary dates in Cloze (on the buyers/sellers). Syncs buyers, sellers, and other contacts related to the transactions to Cloze (other side agent, title contact, attorney contact). SkySlope * - please email us at and we'll provide early access instructions. New! Cloze and Ninja Selling (45 min) ĭefine audiences using custom fields - Audience can now be defined based on Custom Fields values (e.g. Managing Real Estate Transactions in Cloze (60 min). Never Let a Lead Slip Through the Cracks with Cloze (60 min). 
Increasing Referrals and Repeat Clients with Cloze (60 min). Getting Started with Cloze for Real Estate (60 min). Cloze Office Hours – Live Q&A (60 min). Create a newsletter in under 5 minutes per week with Cloze (30 min). Create a daily routine with the Cloze Agenda (30 min). #Insert a calendly ,ink in outlook for mac signature update#
Filter, Search, and Bulk Update Contacts (30 min). New! How to scale outreach with Cloze Mail Merge (60 min). Deep Dive on Cloze Mail Features (60 min). Introduction to Teams and Sharing (60 min). Tips for Organizing Contacts in Cloze (60 min). 6 Simple Steps to Setup Success (60 min). Introducing Campaigns, Lead Routing, and more (Update Cloze 2021.7). How Tookie Nemchak Grew To 50+ Transactions Per Year With Cloze. How Spencer Tuckett Uses Cloze CRM to Build Authentic Relationships at Scale. What's New and Coming Soon to Cloze Check here for what's new and coming soon to Cloze.
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