How do I add people to a company?

Cloze will automatically add people to the company if they share the same work email domain as the company. You can also add people manually as needed. Below are instructions on how to manually link people to companies in Cloze.

Creating branch locations and linking people:

If you would like to link people to a specific office or branch location we recommend creating a new company in Cloze without a website domain for each location (only include the branch phone and name). Not including a website will prevent the company from merging with other companies that have the same domain.

With this approach you'll have one "parent" view based on the company domain and then can view individual branches as needed. You can link people as needed to each branch location. 

Under Companies, tap on the company you want to add people to.

1.) Tap on the People in the Company section on the right side of the screen

2.) Tap on Add and then begin typing the name of the person you want to add to the company. Tap on their name when it appears.

3.) Tap on Save.