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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
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