- When you export a Contact from Grow, does the Lead Source come too?
- Clio Grow
- Clio Manage
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.
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.