How do I export my Team's Projects (or Deals)?
With Cloze Pro or Cloze Business you can export all of your Team's Shared Projects (or Deals, Case, Sales, Asks etc..) in .CSV spreadsheet.
Please follow these instructions on how to export your Team's Shared Projects (or Deals).
1.) Tap on More (...) in the lower left of your screen on cloze.com.
2.) Tap on Settings
3.) Scroll down to the Cloze Pro section and click on Import / Export to expand the section. Then click on the Export button and make your selections.
You can export...
- All Projects (all of your projects or deals)
- Stages (potential, active, done or lost)
- Segments (project, deal, or any custom ones you have created etc..)