Environment:
- Clio Grow
Additional Information:
You can filter Contacts by the following:
- Lead vs. Clients
- Name search
- Lead Source
- Contact Type
- Tag
You can sort Contacts by the following:
- First Name (A-Z or Z-A)
- Last Name (A-Z or Z-A)
- Company Name (A-Z or Z-A)
- Date Added
Procedure:
- Click on Contacts on the main navigation bar
- Click Apply Filters
- Specify one or more filters
- Optionally select a sort criteria