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How do I Rename a Lead Source in Clio Grow?

Question:

  • How do I Rename a Lead Source in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Answer:

1. Click on Settings
2. Click on Contacts
3. Click on Edit beside the Source you are looking to rename
5. Click on Update to apply the changes

Please note, by renaming a Lead Source in Clio Grow, this will also be updated on the contacts that had the previous name of the lead source applied to reflect the new name.

 

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