How do I log a drop in?
Please follow these instructions to log a drop in person meeting.
1.) On cloze.com, tap on the compose icon in the upper right of the screen and then tap on "Log Meeting".
If you are on an iPhone or Android phone contact profile tap on the "..." icon and then "Log Meeting".
2.) Enter the meeting details:
- Start typing in the box (labeled "Met With") to search for the name of the person you are logging the drop in for. As you type Cloze will search your contacts for the right person.
- Enter a topic (optional)
- If this drop in is related to a property, project, deal, or another person, start typing the name or address to link it.
3.) Define the type, duration, date, and time:
a. Set the Type as Drop In
b. Set the Duration
c. Set the Date
d. Set the Time - Use the slider to set the time of day.
4.) Tap Save.
5.) To add notes, tap on the drop in activity listed on the Timeline. Then tap on the compose icon within the drop in activity.
Add your notes and then tap Save.
Drop ins are also tracked in the Team Leader board and Activity Analytics
