When you setup your Cloze Business account you can invite other members of your organization to join. Projects and Deals can then be shared with other members of your organization.

Once you setup your Cloze Business account your will see two views in your Project (or Deal) section:

  • My Projects (or Deals)
  • Your organization’s Projects (or Deals) (in this example the organization is called “Incfire Consulting")

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.