San Diego’s got 2020 vision. Get your pass to the Clio Cloud Conference, October 15-16, 2020, at Year End prices!

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
Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality