How do I create a new Agent Team (Subteam)?

In Cloze, agent teams are referred to as subteams. Subteams can be created in the People, Companies, Projects/Deals or Team Members section. In the example below the new subteam is created while assigning a person to the team.  

Subteams can be set up as Private or Non-Private, depending on how much visibility is needed.

A Private subteam ensures that agents collaborate only within their team—no one outside the subteam (including other brokerage members) can see their shared activity.

A Non-Private subteam groups agents together for collaboration, but any shared activity may also be visible to others in the brokerage, such as managers or admins.

1.) Tap on More.

2.) Tap on Team Members.

3.) Select the contacts you wish to assign to a new subteam by tapping on the check marks next to their names.  

4.) Then tap on the checkmark at the bottom right. 

5.) Tap on Member settings.

6.) Tap on "Main Sub Team".

7.) Tap on the Subteam icon and then tap on the + icon to add a new Subteam below the level you select. 

8.) In this example we are going to add a new Subteam called "North Branch". Type in the name and then tap on Create. 

• You can create multiple levels at once by separating each with "/ ". For example you can enter in: Wellesley Realty/Cloze Branch Office/MA. 
• To create a private subteam, include "/private" after the team name (North Branch/private).