How do I alert a team member about a note or To Do?
When you tag a team member with "@their name" in a quick note or when you assign a To Do, they will receive an alert on their Cloze Agenda. The action item or note will also be linked to the related person, property, project, or deal.
On the Cloze Agenda:
- Alerts will show quick notes, to dos, and other important changes.
- A To Do was assigned to this user and will also show up under To Dos and Next Steps.
A To Do will show up on the timeline, under To Dos, and as an Action Item.
