Knowledge base | Cloze, Inc.

How do I automatically create a Deal when I convert a person or company to Potential?

When you convert a person or company to Potential you have the option to automatically create a Deal (or Project). 


1.) Tap on More (lower right on iOS/Android or lower left on


2.) Tap on Settings in menu. 


3.) Scroll down to the Cloze Pro section and tap on Customize


4.) Scroll down to the Conversion section and toggle on on "Create deal on Convert".


Then when you tap on Potential, Cloze will automatically show the Add Deal screen.