Platinum Feature: Sub-Teams are available with the Cloze Business Platinum Plan. 

Team members can be assigned to specific Sub-Team. This can be especially helpful if you have sales territories or other internal teams and wish to limit visibility of people, companies, projects and deals. 

With Sub-Teams you can:

  • Organize your team by territory, region, or role hierarchy.
  • Control who can see what by where they are in the hierarchy.
  • Allow senior managers to see and control everything below them.

1.) Tap on More (...) in the lower right of your screen on mobile (iOS/Android) and lower left on cloze.com.

 

2.) Tap on Team Members


3.) Tap on the checkmarks next to each team member you wish to move to a Sub-Team.  

 

4.) Tap on the Sub-Team icon and then tap on the Sub-Team name in the list of options.