FAQ
If you are experiencing the following issues within Closeit please double check that you do not have compatibility view enabled:
Unable t...
Wed, 21 Dec, 2016 at 9:32 AM
Magic Fields are fields that can be configured to almost any page on closeit. They are fields which are currently not available on the system. To ad...
Mon, 19 Dec, 2016 at 4:36 PM
If you forget your password in Closeit you can click on the forgotten password text on the Closeit login page:
Enter your username, e.g. jj111...
Tue, 5 Sep, 2017 at 3:38 PM
In the unusual event of CloseIt being off line, internet connection loss or other catastrophic event, the attached documents have been created to as...
Wed, 7 Nov, 2018 at 9:17 AM
In order to add or amend a deal process, first enter the administrator control panel. Then select "My Deal Process" highlighted in the ima...
Fri, 2 Feb, 2018 at 9:16 AM
To add a user to a User Collection, open up the Admin Control Panel. Click on Group Management Find the User Collection you want to modify, ...
Wed, 7 Feb, 2018 at 10:29 AM
To delete a customer, the user must be an administrator. In order to delete a customer, first go into the admin menu. From there, as long as th...
Thu, 24 May, 2018 at 3:02 PM