How do I log an in person meeting?

Please follow these instructions to log your notes from an in person meeting.  

1.) Tap on the compose icon in the upper right (on desktop and mobile).

2.) Tap on Log Meeting.

On your mobile device, you can also go to a contact's profile and then tap on the "..." icon.

3.)  Log Meeting Details:

a. Start typing in the box (labeled "Met With") to search for the name of the person you would like to link to the note. As you type Cloze will search your contacts for the right person.

b. Add a topic for the meeting (optional).

c. If this is related to other people, properties, projects, or deals, begin typing in the box for "Related To" and Cloze will begin populating options for you to choose from.

4.) Set the Type, Duration, Date, and Time by tapping on each tab.

5.) If you have connected Evernote, you will see the option to add a note. Enter the topic of your meeting and optionally toggle on Evernote. Tap the Add Note button to create your note.

6.) If the Evernote option was selected, Evernote will open so you can add your note.