Knowledge base | 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 Assign in the Relationship section and then select the person to which you wish to assign the contact.  Learn More.


Assign Next Steps

Next Steps can be assigned to other Project (or Deal) Team members. Learn More.


Assign To Dos

To Dos can be assigned to other members of your organization that are also using Cloze Business. Learn More