[VIDEO] Assigning To Dos

Cloze includes To Dos so you can set reminders about tasks that need to be completed.

You can set To Dos on contacts, companies, and deals to keep track of all the one-off things you need to get done that don't fit into your next steps.  

To Dos can be assigned to yourself or other team members

Assigned To Dos haveā€¦

  • an owner -- this is the person that creates and assigns the to do
  • a person that is responsible for completing the To Do -- the assignee
  • a related person (or people), company or deal
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