What is a Project Team or a Deal Team?
Projects can have different names in Cloze depending on how your organization uses the system, such as Deals, Properties, Jobs, or Sales.
Each Project can have its own Team, allowing the people involved to collaborate, share activity, and track responsibilities. Team members can include coworkers as well as external collaborators, such as consultants or vendors.
Note: 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.
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
In the example below "Projects" have been customized to be called "Properties".
1.) Start by creating the Property.
- Tap on the compose icon.
- Select Add Property.
2.) As you fill in the details, invite team members to the Deal Team. Tap on Save when you're finished.
Add Team Members to an Existing Property, Project, or Deal via the Deal Team
- Tap on Change in the Project (or Deal) Team section of any project.
- Search and add additional Project (or Deal) Team Members.
- Tap Save when you are done.
