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How Do I Add a Tag to a Contact in Clio Grow?

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired Contact’s page
  2. Click Add Tag
  3. Type in the name of Tag
  4. Optionally select a colour:
    1. Click the blue square and
    2. Select a colour from the palette
  5. Click Add Tag
  6. Optionally repeat steps 2-4 for each Tag you wish to add
  7. Click Done when finished
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