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How do I Add a New Contact Type in Clio Grow?

Objective:

  • How do I add a new Contact Type in Clio Grow
  • Add Custom Contact Types in Clio Grow

Environment:

  • Clio Grow

Additional Information:

n/a

Procedure:

  1. Go to Settings
  2. Select Contacts from the left menu
  3. Click New Contact Type 
  4. Enter the Contact Type Name in the Add New Contact Type
  5. Select Create Status
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