Every Project (or Deal) can have a unique Team. This team typically consists of your coworkers, but may also include people outside your organization like a consultant. Please note that all members of the Project Team must have a Cloze Pro or Business subscription to participate.
When you share a Project (or Deal) your whole team stays on the same page. Project activity is automatically shared with no data entry required. And you can easily track who's responsible with assignable Next Steps and to-dos.
To get started you can share a Project (or Deal) timeline with coworkers, partners and others at anytime:
1.) When you create a new Project (or Deal)
2.) by inviting your coworkers to an existing Project (or Deal)
Please see below for both examples.
SHARE WHEN YOU CREATE A NEW PROJECT (OR DEAL)
Note: in the example below "Projects" have been customized to be called "Deals". Learn more about customizing your labels and steps here.
OR ADD COWORKERS AFTER YOU HAVE ALREADY CREATED A PROJECT (OR DEAL).