Knowledge base | Cloze, Inc.

How do I share all my communications with the people I trust?

If you wish to share your timeline activity for all your contacts with others in your organization outside of a Project or a Deal you may invite them to your Inner Circle.

Members of your Inner Circle will be able to see your timeline activity with your contacts and you'll see their contacts' timelines too.

To invite someone to your Inner Circle please follow the instructions below. 

1.) Tap on More (...) in the lower left on cloze.com. Please note the Inner Circle feature will be available on iOS or Android soon.

 

2.) Tap on Settings

 

3.) Scroll down to the Cloze Business section and tap on "My Sharing Settings" to expand the section. 

Then tap on the Add button next to "Inner Circle" and select the team member you wish to invite to your Inner Circle.

Note: The person you are inviting to your Inner Circle must already be part of your Cloze Business Team. To invite them to your team please follow these instructions

 

4.) The Invitee can accept the invitation on their Cloze Agenda. 

5.) Now you'll see the Inner Circle view for all contacts where you both have a relationship with that person or company.