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Does Lead Source Automatically Export From Clio Grow to a Contact in Clio Manage?

Objective:

  • When you export a Contact from Grow, does the Lead Source come too?

Environment:

  • Clio Grow
  • Clio Manage 

Additional Information:

For information on Contact Custom Fields in Clio Manage, please see here

For information on syncing Custom Fields between Clio Grow and Clio Manage, please see here

Answer:

The Lead Source does not automatically map to any field in Clio. You will need to create a Custom Field in Clio before exporting a Contact from Clio Grow to Clio Manage. In order to add this information to the contact; click on Edit Contact, scroll to Custom Fields, select Lead Source from the dropdown, enter source information and click Save contact

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