How do I Filter My Contacts in Clio Grow?

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:

1. Click on Contacts on the main navigation bar
2. Click Apply Filters
3. Specify one or more filters
4. Optionally select a sort criteria