Sharing
Share contacts and timeline activity with your colleagues.
- What is a broadcast delay?
- How do I join my company's team on Cloze?
- Sharing icons and meaning
- [VIDEO] How to share your timeline activity
- Is there a shared view of People for my organization?
- How do I create a Shared Audience?
- When will Cloze prompt me to accept new contact information or send contact information to my team?
- What is a Project Team?
- How do I mark an interaction as private?
- How do I add Team Members to an existing Project or Deal?
- [VIDEO] How to send a contact to team member
- [VIDEO] Broadcast Delay Overview
- [VIDEO] Send Contacts in Bulk to a Team Member
- How do I view my team's projects, deals, people and companies?
- How do I share my About notes for a person or company?
- How do I filter a timeline to show only my interactions?
- Is there a shared view of Projects for my organization?
- [VIDEO] Making Contact Information Private
- [VIDEO] How To Mark Contacts Private
- [VIDEO] How To Mark Contacts Private in Bulk