How do I add Team Members to a new 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.
If a Sub-Team does not already exist it can be created while moving Team Members to it.
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 new Sub-Team.
4.) 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 "South". 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/South/GA/Atlanta.