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.