So you have an account - congrats! But now what? Ironically, you’re likely too busy to learn a new tool, which is exactly why you chose Clozio to help keep your transactions on track.
This guide is organized into a few stages, depending on your availability. Like most things in life, you get out what you put in. And the ROI on time invested in Clozio can be HUGE, so even if you only have 5 minutes today, please bookmark this page and block time in your calendar to revisit later this week.
Getting Started (Time Required: 2 mins)
Don’t forget to Save.
If you’re on a paid plan (either Basic or Pro), then we can add your personalized branding and configure your productivity tools here as well. That includes:
To set these up now, check-out these other useful guides while you’re here:
Personalize your branding here (~3 mins).
Setup and use Favorite Links here (~5 mins).
Setup and user Smart Checklists here (~10 mins to read; 30 mins - 5 hours to set up).
Check out our Transaction guide here for next steps
How to create a transaction in Clozio! brief overview-
Start a chat, shoot a note, or a schedule a call.
Just please don't throw your keyboard out the window.