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How to Add a Person to a Company Contact in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired company contact’s page
  2. Click Add person in the associated person's section
  3. Choose to Create a New Contact or Add an Existing Contact
  4. Fill in the necessary fields
  5. Click Add & Close or click Add to add the contact and then add another
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