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 Referral Relationship in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • Note: A referral relationship can also be added during the Quick Intake process by clicking the “Add referral relationship” button.

Procedure:

  1. Go to the desired contact’s page
  2. Click Add referral relationship
  3. Type in the name of the referral partner, if they do not yet exist in your system you can add them as a contact via the link
  4. Click Save when done
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