Cloze can automatically keep track of all the activities, notes, and follow-ups for your projects, deals, and other deliverables in one place.
Creating a new Project (or Deal) is fast and easy - you only need to enter a few pieces of information to get started. You can also add additional details like value, start and end dates, description and keywords after you create the Project (or Deal). Please see #3 below.
How to Customize your Projects (or Deals) section:
1.) Tap on the Compose icon in the upper right of any primary screen in Cloze.
Then tap on Add Project (or Deal).
Note: If you have seleected one our customization option this may be labeled Deal.
2.) Enter the name of your Project (or Deal), who it is for (customers etc.) and when it started.
Tip: If you have a project manager, consultant or partner that spans many different projects you may want to NOT include them as automatically involved in the project (in the "who is this project for" box below). Instead use the Link To functionality to link just the specific emails, notes, meetings and calls that are related to a specific project. Learn more here.
3.) Optionally, Tap on Edit to add more details