Learn from the best and brightest in legal, technology, and beyond! Join us at the 2019 Clio Cloud Conference — San Diego | October 21-22, 2019.

Why Don't I See the "Leads" Tab Anymore?

Objective:

  • Gain access to the "Leads" sub-tab on the main "Contacts" page
  • View and Add Leads

Environment:

  • Clio Web App
  • Contacts

Additional Information:

The "Leads" functionality is associated with "Campaign Tracker" which is a feature only available on our "Elite" plan. When an Account is no longer on "Elite" the feature is removed.

Answer:

The Clio Account is no longer on an "Elite" subscription and has either downgraded to "Boutique" or "Elite". 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality