How do I create new Sub-Team?

Platinum Feature: Sub-Teams are available with the Cloze Business Platinum Plan. 

New Sub-Teams can be created in the People, Companies, Projects/Deals or Team Members section. 

In the example below the new Sub-Team is created while assigning a person to a new Sub-Team. 

1.) On the People section of Cloze select the contacts you wish to assign to a new Sub-Team by tapping on the check marks next to their names. 


2.) Tap on the Sub-Team icon and then tap on the + icon to add a new Sub-Team below the level you select. 

In this example we are going to add a new Sub-Team called "West". This Sub-Team will be below another Sub-Team called "US".



Creating Multiple Sub-Team Levels at Once

You can create multiple levels at once by separating each with "/ ".

For example you can enter in: US/Midwest/IL/Chicago. 


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