How to Find Your Leads
Once you have added your lead source to Cloze, and begin receiving leads, you will receive a notification when a contact is a possible new lead. It all starts in your Agenda.
Under the Today tab (or Past Due), there will be a section with the heading New Leads. All new leads will appear there. Tap on it to view details, accept the lead, and then begin following the Next Steps listed under Lead.