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.) Add Team Members to a Deal Team

1. Tap on Change in the Project (or Deal) Team section of any project. 
2. Search and add additional Project (or Deal) Team Members. 
3. Tap Save when you are done.

2.) Add Buyers or Sellers to a Property

1. In the Buyers/Sellers section, tap on Change
2. Type the name of the person(s) you wish to add.
   1. If you need to remove an existing person, tap on the "x" next to their name.
3. Tap on Save when you are done.