Knowledge base | Cloze, Inc.

How do I create a Built-In note from Cloze?

1.) Tap on the compose icon in the upper right of the screen

 

2.) Tap on Create Note

 

3.) Start typing in the box (labeled "Re") to search for the Person, Company, Project or Deal, you would like to link to the note. 

Note: You can link a note to Person, Company, Project or Deal.


The note will now appear in the Cloze contact profile for the people, companies, projects or deals you linked to the note.