How do I view assigned contacts?

When you setup your Cloze Business account you can invite other members of your organization to join. Both companies and people can be assigned to other members of your organization.

You can assign a person or company to a member of your team and view their ongoing activity.

Note: To see this view you must be assigned the Administrator role or your Cloze Business Administrator must have enabled this access for your company.

New Design 

The new design greatly expands Cloze's filtering options and combines Audiences with filtering so any filtered view can be saved. 

Tip: The checkmark (✓) adds a filter and the X removes a filter. 

1. ✓ - Adds a filter
2. X - Removes a filter

1.) To view which of your people or companies have been assigned navigate to the People or Companies sections and tap on your organization's view.

1. Navigate to the People section. 
2. Tap on My People.
3. Select the team view. In this example, it is Wellesley Realty.

2.) Tap on the funnel icon and then select Must Match All of These. 

1. Tap on the funnel icon.
2. Select Must Match All of These to expand the section.

3.) Tap on Collaboration to expand the section.  

4.) Tap on Assigned to expand the section. 

1. Tap on Assigned.
2. Select Any Value to select all people that are assigned to team members.
3. Search (start typing their name) or scroll down to select a specific team member. 

In this example, the team view (Wellesley Realty) is filtered by a single assignee (Cameron Frye). 

In this example, the team view (Wellesley Realty) is filtered by Any Value -- which means the view is filtered to show only people that are assigned. 

Using the Kanban to View Contacts by Team Member Assignment

Classic Design

1.) To view which of your people or companies have been assigned navigate to the People or Companies sections and tap on your organization's view. In this example, it is Wellesley Realty. 

2.) Tap on the funnel icon and then select Assigned to see only the contacts that have been assigned to members of your team. 

3.) Select a specific team member from the list or "Anyone" (to view all people that are assigned).