Knowledge Base
Cloze Business: Assigning Responsibility
Cloze Business: Assigning Responsibility
How do I assign responsibility in Cloze?
How do I assign a person to a member of my organization?
How do I assign a company to a member of my organization?
How do I visualize my team’s contact assignment?
How do I filter by who is assigned?
How do I view assigned contacts?
How do I reassign contacts to another member of my team?
How do I enable my team members to take ownership of unassigned contacts?
How do I alert a team member about a note or To Do?
How do I view team activity for assigned contacts?
How do I share or assign multiple contacts at once with my organization?
How do I assign a To Do?