How do I add people to a Property (or Project or Deal)?

In Cloze, you add people (contacts) to a property, deal, or project — not the other way around. Since the property, project, or deal is the focus, it’s easier to link people to it than to track the same item separately in each person’s record.

Follow the steps below to add a contact to a Property, Project, or Deal:

1.) Search for and tap on Property (Project or Deal).

2.) On the right side of the screen, scroll down to the section you need to add people to. This could be labeled Customers, Buyers / Sellers, etc. If you are adding people to the Deal Team, scroll to that section.

Tap on Add or Change.

3.) After tapping change:

• Type the name of the person you wish to add.
• If you need to remove an existing person, tap on the "x" next to their name.
• Tap on Save when you are done to add them to the Project, Property, or Deal.