A CLIO WORKSHOP - How to Build and Optimize Client Intake Workflows With Clio Grow.
Register for Free.
How to Filter Your Contact List Before Exporting in Clio Grow
- Export Contacts from Grow
- Filter Contacts in Grow
- Export Filtered List of Contacts
- Click on the Contacts button in the main navigation
- Click the Apply Filters button
- Add any filters via the Filter By dropdowns
- Scroll to the bottom of the page
- Click Export all contacts to CSV
- Click Send CSV
- Wait for the email with the attachment to be emailed to you
- Click the download link in the email