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

How do I assign a person 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 person or company tap on Assign in the Relationship section and then select the person to which you wish to assign the contact. 

 

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