- Adding a referral in Grow
- Does a referral have to be a contact in Clio Grow?
- Clio Grow
- A referral relationship can also be added during the Quick Intake process by clicking the “Add referral relationship” button.
- A Contact may not refer themselves.
- Go to the desired contact’s page
- Click Add referral relationship
- 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 by clicking the word "here" which will bring up the add Contact screen.
- Click Save when done