How do I add team members to a Sub-Team?
Platinum Feature: Sub-Teams are available with the Cloze Business Platinum Plan.
Team members can be assigned to specific Sub-Team. This can be especially helpful if you have sales territories or other internal teams and wish to limit visibility of people, companies, projects and deals.
With Sub-Teams you can:
- Organize your team by territory, region, or role hierarchy.
- Control who can see what by where they are in the hierarchy.
- Allow senior managers to see and control everything below them.
1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.
2.) Tap on Team Members.
3.) Tap on the checkmarks next to each team member you wish to move to a Sub-Team.
4.) Tap on the Sub-Team icon and then tap on the Sub-Team name in the list of options.
To filter by Sub Team, Go to More > Team Members and then tap on the funnel icon. Select Sub Team and then tap on the Sub Team to see the team members.