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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? (Re: Field)
  • How do I add Tags to multiple Deals or Projects at once?
  • How do I track the partners that I'm working with on my Deals and Projects?
  • 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, Property, 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 add a picture to my Project, Deal, Job or Property?
  • How do I remove something from the Project Timeline?
  • Can I group my Projects and Deals by Stage?
  • How do I hide my Done and Lost Projects or Deals?
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