How do I assign responsibility in Cloze? | Cloze, Inc.

How do I assign responsibility in Cloze?

With Cloze Business you can track who's responsible for contacts, next steps and to-dos.

Assign Contacts

To assign a person or company tap on the More icon, select "Assign" from the menu and then select the person to which you wish to assign the contact.  Learn more about assigning contacts in Cloze.

 



Assign Project and Deal Next Steps

Next Steps can be assigned to other Project (or Deal) Team members. Learn more assigning Project and Deal Next Steps in Cloze.

 

Assign To Dos

To Dos can be assigned to other members of your organization that are also using Cloze Business. Learn more about assigning To Dos in Cloze