Built-In Notes Overview

Cloze provides three options for Notes:

  1. Evernote - Cloze supports Evernote Basic, Evernote Plus, Evernote Premium, and Evernote Business. More details about using Evernote with Cloze are available here
  2. OneNote - Cloze supports OneNote and OneNote for Office 365. More details about using OneNote with Cloze are available here
     
  3. Built-in Notes - You can also use our built-in notes option to log notes, calls, and meetings. Built-in notes store your notes within Cloze. If you would like to use Built-In Notes you can get started by enabling Built-In Notes in Settings.

    With Built-in Notes you can:
    - Log call notes in Cloze
    - Log meeting notes in Cloze
    - Create a new note on a person, company, project, or deal

View Notes

Tap on Notes in the contact profile to filter the timeline and see your complete history of notes. 

Did this answer your question? Thanks for the feedback There was a problem submitting your feedback. Please try again later.