The Clio Cloud Conference is happening October 26-29. Save your spot.

How Do I Add a New Lead Source Type in Clio Grow?

Objective:

  • How Do I Add a Lead Source?
  • Where in Clio Grow Do I add additional Lead Sources?
  • How Can I add more Lead Sources?
  • How to add a Referral Source in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • The Matters Added Report, found in the reports tab, will break down Matters by source, giving you a deeper understanding of which sources your business profiting the most from.

Procedure:

  1. Navigate to Settings
  2. Select Contacts
  3. Select New Source beside the Lead Sources section
  4. Add in necessary source information and click Create Source

 

Was this article helpful?
This information is confusing or wrong
This isn't the information that I was looking for
I don't like this functionality