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How to Add a Company Contact in 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 Company
  4. Fill in the company name
  5. Select an existing person contact as the primary contact for the company (optional)
  6. Fill in the rest of the company details
  7. Click Submit when ready to create the company contact
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