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:
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:
- Navigate to Settings
- Select Contacts
- Select New Source beside the Lead Sources section
- Add in necessary source information and click Create Source
