How do I adjust my Keep in Touch reminders for Deals or Projects? | Cloze, Inc.

How do I adjust my Keep in Touch reminders for Deals or Projects?

When you're on a Deal Team or Project Team, Cloze will treat all people in the Customers section of the Deal or Project as if they are assigned to you. Cloze will then remind you to keep in touch with these customers.

In some cases you may want to only stay in touch with People that are specifically assigned to you and not receive reminders for other customers in the Deal or Project.

If you would like to adjust your Keep-in-Touch settings for Deals and Projects please follow the instructions below.  

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

 

2.) Tap on Settings

 

3.) Tap on Smart Suggestions to expand the section. 


4.) In the Deal Keep in Touch section toggle off (to the left) " Treat as assigned to deal team".