Knowledge base | Cloze, Inc.

How do I add a Custom Field value to multiple Deals or Projects at once?

Cloze offers Custom Fields to help your further classify your People, Companies, Projects and Deals. When enabled, Custom Fields appear in the Relationship section for People and Companies and in the Project (or Deal) Status section. Custom Fields are also shared with your team members if you are using Cloze Business. Custom Fields are highly recommended as an alternative to Keywords when adding organizational structure around a specific Segment.  Learn more about Custom Fields here

 

1.) On the Project or Deal section search or filter for the Deals or Projects to which you wish to add a Custom Field and then tap on the check mark next to their names. 

 

2.) When you are done, tap on the Bulk Change icon. 


3.) Tap on the dropdown next to Stage and/or Segment and select your Stage and/or Segment. 

4.) Then select the Custom Field value and tap on Save to apply the change to your selected Deals or Projects.