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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
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