How do I log a drop in? | Cloze, Inc.

How do I log a drop in?

Please follow these instructions to log a drop in person meeting.  

1.) Tap on the compose icon in the upper right of the screen

 

Or if you are on an iPhone or Android phone contact profile tap on the "..." icon.

2.) Tap on Log Meeting.

 

Or if you are on an iPhone or Android phone contact profile tap on the "..." icon.

 

 

3.) Start typing in the box (labeled "Met With") to search for the name of the person you would like to link to the note. As you type Cloze will search your contacts for the right person. 

4.) In the section labeled Duration tap on Drop In. 


5.) Toggle on Add a Note and tap Save

6.) Enter the topic of your meeting and optionally toggle on Evernote.

Tap the Add Note button to create your note.

If the Evernote option was selected, Evernote will open so you can add your note.

 

 

 

 
 
The note will now appear in the Cloze contact profile for the people you linked to the note. Updates in Evernote are automatically synced to Cloze.

 
Drop ins are also tracked in the Team Leader board and Activity Analytics