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What is the Difference Between a Contact and a Lead in Clio Grow?

Objective:

  • What is a Contact In Clio Grow
  • What is a Lead In Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • 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.

Answer:

  • 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.

 

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