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Cloze CRM: Setting Up for Success

Welcome to Cloze CRM: Setting Up for Success

In this webinar, we'll walk you through getting your Cloze account up and running. There are five simple steps to getting started and we provide helpful tips each step of the way.

What you’ll learn 🏆

By the end of the webinar, you'll learn how to:
  • Connect your accounts to Cloze
  • Organize your contacts
  • Set up your signature
  • Log your calls and texts automatically
  • Begin using your Agenda and making a habit with Cloze

Get answers to your burning questions 🔥

Ask us questions at any time during your session through private 1:1 chat.

We are excited for you to start using Cloze and look forward to helping you take your first step on that journey!