[VIDEO] How to share contact updates with your team

For any person that is assigned to a team member their contact information is always kept in sync with the Shared team view. Any updates or changes made by the assignee are synced back to the Shared view.

Changes by the assignee to Stages, Segments, Next Steps, Custom Fields and Tags sync back to the team Shared team view automatically.

If you are not the assignee, but have previously shared the contact with your team Cloze will automatically prompt you to send updates to your team. 

For contacts that you have sent to the shared team view or assigned to another team member Cloze will automatically prompt to send your updates to the team too.