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What are Tags for in Clio Grow?

Objective:

  • What are Tags in Clio Grow used for?

Environment:

  • Clio Grow

Additional Information:

Answer:

Tags are used to categorize and organize your contacts in Clio Grow.

Think of them as customizable labels or keywords which can be used to associate groups of contacts together and filter your contact database.

Example: You may want to have a contact type called “VIP” which you can use to identify your most important contacts. This will come up as a filter option when doing a contact search to help you keep track of used tags within your contacts. 

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