What is a Project 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.  Project 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 Project (or Deal) with coworkers, partners and others at any time in two ways:

1. When you create a new Project (or Deal)
2. By inviting your coworkers to an existing Project (or Deal)

Please see below for both examples. 

SHARE WHEN YOU CREATE A NEW 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 COWORKERS AFTER YOU HAVE ALREADY CREATED A PROJECT (OR DEAL)