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How Do I Add a Lead Source 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?

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 at the top right 
  4. Add in necessary source information and click Create Source

 

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