Projects, Deals, and More
Track activities, notes, and follow-ups in one place.
- How do I track next steps in my Project and Deals?
- How do I create a Project, Property, or Deal?
- [VIDEO] Deals and Projects
- How do I visualize my Project and Deal workflow?
- Buyer Journey
- Seller Journey
- How do I link an email, note, meeting or call to a Project?
- How do I track the partners that I'm working with on my Deals and Projects?
- How do I add Tags to multiple Deals or Projects at once?
- How do I see people that have made inquiries, have done viewings, etc. for properties and listings?
- How do I remove someone from a Project, Property, or Deal?
- How do I add more people to a Project (or Deal)?
- Can Cloze automatically link emails to Projects or Deals?
- How do I merge Projects or Deals?
- How do I edit a Project (or Deal)?
- How do I create a Deal or Project from an email?
- How do I remove something from the Project Timeline?
- How do I add a picture to my Project, Deal, Job or Property?
- Can I group my Projects and Deals by Stage?
- How do I hide my Done and Lost Projects or Deals?