With Cloze Business you can manage all of your company's contacts, projects and deals in one place. Each of these sections within Cloze has a company view for your organization. 

Note: To see this view you must be assigned the Administrator role or your Cloze Business Administrator must have enabled this access for your company.


Your Company view of Projects (or Deals) - as an Administrator or if this access is enabled for your company you can view all the Projects (or Deals) for your organization. Learn more

 

Your Company view of people - Customers (and other relationship types) that have been shared with your organization as part of a Project (or Deal) will be automatically added to your organization's view in the People section. Learn more.


Your Company view of companies - Customers (and other relationship types) that have been shared with your organization as part of a Project (or Deal) will be automatically added to your organization's view in the Company section. Learn more