How do I push customizations to my Team? | Cloze, Inc.

How do I push customizations to my Team?

Cloze Business Administrators can share customizations to members of your organization to ensure the entire team is using the same Segment labels, Next Steps, Custom Fields and email templates. 


1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

 

2.) Tap on Settings

 

3.) Scroll down to the Customizations section and tap on the Share button next to Share Customizations or Share Email Templates or both.

There are two options you can share:

  • Customizations: tap on the Share button next to Customizations to share...
    • Segment label customizations (e.g. Customer to Client)
    • Next Steps (custom steps you have added to Relationship Types and Projects/Deals)
    • Custom Fields
  • Email Templates: tap on the Share button next to Email Templates to share your templates.

Note: Sharing your team's customizations will send your customizations to the rest of your entire team. You must have the Admin Role to share your customizations with your team