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Sharing

Share contacts and timeline activity with your colleagues.

  • Does each member of my team need a Cloze subscription to contribute to a Project?
  • How do I share my Projects (or Deals) with my team each time I create a new Project or Deal?
  • Is there a shared view of Companies for my organization?
  • How do I know what interactions will be shared with other project team members?
  • How do I set when my sharing starts?
  • How do I share content that has been automatically linked?
  • How do I disable sharing Projects or Deals with my team by default?
  • [VIDEO] How To Mark Timeline Activity As Private
  • How do I broadcast all unshared interactions immediately?
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