How do I add more people to a Project (or Deal)? | Cloze, Inc.

How do I add more people to a Project (or Deal)?

Adding additonal people to a Project, Deal, Case or Sales is easy. Please follow the instructions below to add more people to a Project. 

1.) Tap on Deal or Project.


2.) Tap on the About section and then scroll down to the section called "Customers" and tap on Change.

 

 


3.) In the "Who is the Deal is for" box type in the name of the person you wish to add. Tap on Save when you are done to add them to the Deal or Project.