How do I create a Deal or Project from an email? | Cloze, Inc.

How do I create a Deal or Project from an email?

Cloze makes it easy to quickly create Deals or Projects right from your email. Depending on whether you are using our mobile app (iOS/Android) or web app on the desktop (cloze.com) the flow is slightly different. 

Please see the instructions for both desktop and mobile below. 

DESKTOP: CREATING A DEAL (OR PROJECT) ON THE WEB APP (CLOZE.COM)

1.) While viewing the email from your customer or prospect tap on the Compose icon in the upper right of the screen and tap on Add Deal (or Project).

Note: If you have selected one of our customization options this may be labeled Project or another label you have customized. 

2.) Enter the name of your Deal (or Project), who it is for (customers etc.) and when it started. The customer will automatically be filled in from the email. 

Optionally if you are using Cloze Business you can Invite your coworkers to be part of Deal (or Project) Team too. 

 

MOBILE: CREATING A DEAL (OR PROJECT) ON IOS OR ANDROID

1.) While viewing the email from your customer or prospect tap on their picture


2.) Then tap on the More icon and then tap on the Create button next to  Create Deal (or Project).

Note: If you have selected one of our customization options this may be labeled Project or another label you have customized.