How Do I Create a Contact in Clio Grow?

Objective:

• How to add a person or company to Clio Grow

Environment:

• Clio Grow

Additional Information:

• n/a

Procedure:

1. Click the Contacts button in the main navigation
2. Click Add New Contact
3. Choose Add a New Person
4. Fill in the contact information fields
5. Add any desired tags from the tags dropdown
6. Click Submit when ready to create the contact