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How Do I Add a Contact from the Lead Inbox in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Click on the Lead Inbox icon
  2. Find the desired Lead
  3. Click the Add button and select Add Contact
  4. Input the rest of the Contact’s details that were not collected
  5. Click Submit when ready to create the contact
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