How do I assign a company to a member of my organization? | Cloze, Inc.

How do I assign a company to a member of my organization?

When you setup your Cloze Business account you can invite other members of your organization to join. Both companies and people can be assigned to other members of your organization.

To assign a company tap on the More icon, select "Assign" from the menu and then select the team member to which you wish to assign the contact. 

 

 


The Assigned member of your organization will receive an Alert that the person was assigned to them as well.