How do I create new Sub-Team?
Platinum Feature: Sub-Teams are available with the Cloze Business Platinum Plan.
New Sub-Teams can be created in the People, Companies, Projects/Deals or Team Members section.
In the example below the new Sub-Team is created while assigning a person to a new Sub-Team.
1.) Tap on More.
2.) Tap on Team Members.
3.) Select the contacts you wish to assign to a new Sub-Team 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 Sub-Team icon and then tap on the + icon to add a new Sub-Team below the level you select.
8.) In this example we are going to add a new Sub-Team 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.