Course curriculum

  • 1

    Editing a Profile

    • How to edit a profile in Cloze
  • 2

    Adding a Birthday

    • How to Add a Birthday
  • 3

    Adding Client Anniversaries

    • How to add Purchase, Sale, and Wedding anniversaries
  • 4

    Adding Personal Notes About Your Client

    • How to add personal notes to reference about your client
  • 5

    How to Log a Handwritten Notecard

    • How to Log a Handwritten Notecard
  • 6

    How to Log a Meeting With a Client

    • How to Log a Meeting With a Client
  • 7

    How to Add To-Dos

    • How to Add To-Dos