- What is a Contact In Clio Grow
- What is a Lead In Clio Grow
- Clio Grow
- Not all Contacts need to be leads
- An individual or a company can be entered into Clio Grow as a regular contact, they do not need any matters associated with them.
- Contact- An individual who does not have a matter connected to them. Once you attach a Matter to them, they become a Lead.
- Lead- A Lead is a Contact that you enter into Clio Grow who is a potential Client. As soon as a lead is hired, they become a Client.