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How to Add a Lead

Objective:

  • Adding a Lead in Campaign Tracker 
  • Locating the Leads page 

Environment:

  • Clio Web App 
  • Contacts> Leads 

Additional Information:

To add a Lead, you must first have created a Campaign to assign them. 

Procedure:

  1. Select Contacts 
  2. Select Leads 
  3. Select New Lead 
  4. Input Lead data
  5. Select Save  

 

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