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How Can I Create a CSV File Which Includes Prospective Client Information On Clio Grow

Objective:

  • How to generate a list which contains potential client information.

Environment:

  • Clio Grow

Additional Information:

Procedure:

  1.  From Contact section in Grow 
  2. Click Apply Filters
  3. From filter section choose Select Contact Types and choose Lead
  4. Export all contacts to CSV (located on bottom of page)

 

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