Tomas Retamales
Articles
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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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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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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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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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Microsoft Dynamics Integration & Automation
The Clozd Platform integration with Microsoft's Dynamics CRM automates the collection of win-loss feedback by enabling a direct feed of opportunities into the Clozd Platform. The integration stream...
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Deals Tab
The Deals tab is where you can find the feedback provided by buyers and sellers for each of your published deals. This article contains the following sections: Overview Components of a Published...
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API Imports & Exports
A data import API connection will allow your organization's CRM to integrate with Clozd to bring deal and participant data into the Clozd Platform. The data export will allow you to export publis...
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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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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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Content Tagging
Use tags to track and organize feedback received from win-loss interviews and surveys. This article contains the following sections: Overview Example Benefits How To Create And Add Tags Questi...