Cloze Business Overview

Cloze Business gets your whole team on the same page:

• All of Cloze Pro - Calendar, notes, phone, projects, companies, APIs, automatic reminders, open tracking, and more.
• See the Full Picture - Share a complete view of project activity with the right people automatically - no data entry required.
• Stay on the Same Page - Always know who last talked to any client or prospect. Track contacts, next steps and to-dos.

Learn more about Cloze Business.

Setting up Cloze Business for your team in three easy steps

1. Connect your work email
2. Create your team 
3. Invite your team members

Here are some quick steps to get you started. 

CONNECT YOUR WORK EMAIL TO CLOZE

You can connect as many email accounts as you would like to Cloze Pro. To get started with your Cloze team please connect your work email.

Cloze supports Google Apps Mail, Microsoft Exchange, Office 365 Email and any email service that supports IMAP (like GoDaddy).

Tap here for instructions on how to connect your work email. 

CREATE YOUR TEAM

Creating a team in Cloze enables you to have more visibility into team activity, centrally administer customizations, and control team member Roles. 

You can create your team by following these steps:

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

2.) Tap on Settings

3.) Scroll down to the My Team section and tap on the Setup button to create your team. 

4.) Enter your team name and tap on Create.

INVITE YOUR TEAM MEMBERS

5.) Select your team members and then tap on the Invite button. 

Tip: Can paste a group of email addresses into the "Who to invite" box. 

6.) Review the Privacy and Sharing screens

7.) Set your broadcast delay preference.

The broadcast delay gives you time to flag sensitive messages as private before other Team Members see shared timeline activity.

You can set your broadcast delay to:

• Immediately - share new interactions and contacts as they are available.
• After 4 work hours - share new interactions and contacts after 4 work hours.
• After 1 work day - share new interactions and contacts after 1 work day
• Manual - only share when you choose to share.

8.) Decide what would you like to do with people and companies that you've already marked as Client or Customer.