How do I email everyone in a project or Deal?
Emailing your customers and clients involved in a Project or Deal is easy. Below are instructions for tablet, cloze.com and iPhone/Android phone. When tap on the email icon it will include all of the people in the Customer or Client section of the Project or Deal.
ON TABLET AND CLOZE.COM
1.) While viewing the Project (or Deal) tap on the email icon in the upper right of the screen.
2.) This will automatically include all of the people included in the Customer or Client section of the Project (or Deal).
You can then compose your email, add or remove people from the email and send it when you are ready.
ON IPHONE OR ANDROID PHONE
1.) While viewing the Project (or Deal) tap on the email icon along the bottom of the screen.
2.) This will automatically include all people involved in the Project (or Deal). You can then compose your email, add or remove people from the email and send it when you are ready.
