How do I view my team's projects, deals, people and companies? | Cloze, Inc.

How do I view my team's projects, deals, people and companies?

With Cloze Business you can manage your all of your company's contacts, projects and deals in one place. Each of these sections within Cloze has a company view for your organization. 

Note: To see this view you must be assigned the Administrator role or your Cloze Business Administrator must have enabled this access for your company.


Your Company view of Projects (or Deals) - as an Administrator or if this access is enabled for your company you can view all the Projects (or Deals) for your organization. Learn more

 

Your Company view of people - Customers (and other relationship types) that have been shared with your organization as part of a Project (or Deal) will be automatically added to your organization's view in the People section. Learn more.


Your Company view of companies - Customers (and other relationship types) that have been shared with your organization as part of a Project (or Deal) will be automatically added to your organization's view in the Company section. Learn more