How do I share an audience with my team?

Depending on your role, you can create audiences that can then be shared with your entire team. These shared audiences allow team members to share contacts and other information like companies and deals with other team members. 

In order for the audience to be available to other team members, it needs to be created and then shared via sharing configuration under Settings. Generally, only the team administrator has the ability to share configurations and customizations. We recommend creating this shared audience from the Team Admin account and sharing from there. 

Note: Sharing your team's customizations will send your customizations to the rest of your team. You must have the Admin Role to share your customizations with your team. 

After creating the Audience, share the Audience with your team via Share Customizations. 

1.) Tap on More (...). 

Mobile: Tap on More in the lower right of your screen on mobile (iOS/Android).

On your computer: Tap on More in the lower left on your computer (cloze.com). 

2.) Tap on Settings.

Mobile: In the menu select Settings.

On your computer: In the menu select Settings.

3.) Scroll down to the Customizations section and tap on the Share button next to Share Customizations

Note: Sharing your team's customizations will send your customizations to the rest of your team. You must have the Admin Role to share your customizations with your team. 

4.) Uncheck any items you do not wish to share. If you want to uncheck all items at once, to be safe, scroll ot the bottom and tap on Unselect all. 

5.) Check off Update under Audiences and Views. 

6.) Tap on the Share button.