What is a Project Team or a Deal Team?
Projects can be called many things in Cloze. For example, they can be called Deals, Properties, Jobs, or Sales.
Every Project (or Deal, Property, etc...) can have a unique Team.
This team typically consists of your coworkers, but may also include people outside your organization like a consultant.
Please note that all members of the Project Team must have a Cloze Business Silver or higher subscription to participate. If you are inviting someone from outside your organization the Cloze Business Gold or Platinum plan is required.
When you share a Project (or Deal, Property, etc...) your whole team stays on the same page. Activity can be automatically shared with no data entry required and you can easily track who's responsible with assignable Next Steps and to-dos.
You can share a Property, Project, or Deal at any time in two ways:
- When you create a new Property, Project, or Deal
- By inviting your coworkers to an existing Property, Project, or Deal
Please see below for both examples.
Share when you create a new property, project, or deal
Note: in the example below "Projects" have been customized to be called "Deals". Your Team Administrator is responsible for customizing on behalf of your team. Learn more about customizing your labels and Next Steps here.
Add Team Members to an Existing Property, Project, or Deal via the 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 on Save when you are Done.
