Tomas Retamales
Activity overview
Latest activity by Tomas Retamales-
Tomas Retamales created an article, Allowlisting Clozd in Mimecast
To ensure reliable delivery of Clozd emails—including invitations, notifications, reports, and feedback surveys—please follow these instructions to allowlist Clozd domains in your Mimecast email se...
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Tomas Retamales created an article, Allowlisting Clozd in Proofpoint
Follow these steps to allowlist Clozd email domains in your Proofpoint email security system. This helps ensure reliable delivery of emails from Clozd, such as contributor invitations, interview no...
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Tomas Retamales created an article, Allowlisting Clozd Emails to Ensure Reliable Delivery
To help your team consistently receive important communications from Clozd—including interview notifications, published reports, contributor invitations, and feedback requests—we recommend allowlis...
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Tomas Retamales created an article, Ask Clozd
Ask Clozd is your personal assistant for quickly surfacing key insights from win-loss interviews. Powered by advanced AI technology, Ask Clozd analyzes your published interview data and delivers pe...
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Tomas Retamales created an article, Setting up Smart Tags
Smart Tags allow users to automatically tag feedback in win-loss interviews based on specific keywords. By configuring these tags, users can efficiently organize feedback and receive notifications ...
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Tomas Retamales created an article, HubSpot Integration & Automation
The Clozd Platform integration with HubSpot CRM automates the collection of win-loss feedback by enabling a direct feed of deals into the Clozd Platform. The integration streamlines the feedback co...
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Tomas Retamales created an article, How To Export Deal Data
Downloading a specific deal or exporting all deal data is an effective and efficient way to share win-loss feedback data. This article contains the following sections: Downloading Individual De...
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Tomas Retamales created an article, Role-Based Access Control
Administrators can manage how users can view, manage, or access data within your organization's Clozd Platform. This article contains the following sections: Overview Benefits RBAC Setup Question...
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Tomas Retamales created an article, Setting up SAML-Based SSO with Entra
Microsoft Entra is an SSO solution provider. Among the configuration options available is a custom SAML configuration that can be used with Clozd SAML options to enable users to sign into the Clozd...
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Tomas Retamales created an article, Setting up SAML-Based SSO with OneLogin
OneLogin is an SSO solution provider. Among the configuration options available is a custom SAML configuration that can be used with Clozd SAML options to enable users to sign into the Clozd Platfo...