How do I view Team Member activity on a contact? | Cloze, Inc.

How do I view Team Member activity on a contact?

Whether your team are in the same room or across the globe, Cloze lets everyone know who last talked with any person or company. And who can give you a warm introduction.
 
If you are Administrator of a Cloze Team you can enable the ability to share the last activity with any mutual contact or company with other members of your team. Your team members will also see your last activity with any mutual contact or company.  
 
 
Note: The Team Activity section will only show the type of communication and the date of the most recent interaction. If additional sharing is required please add the contact to a shared Project or Deal

 

1.) Tap on More (...) in the lower left on cloze.com.

 

2.) Tap on Settings

 

3.) Scroll down to the Cloze Pro section and tap on Team Setup to expand the section. Then tap on the "Edit" button next to Team Settings.



Now when you view a person or company profile in Cloze you will see the most recent activity with your team.