How to Filter Your Contact List Before Exporting in Clio Grow
Objective:
- Export Contacts from Grow
- Filter Contacts in Grow
- Export Filtered List of Contacts
Environment:
Additional Information:
Procedure:
- 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