Objective:
- How do I move Matter to "Did Not Hire" in the pipeline?
- How do I change the status of a Matter to "Did Not Hire" from within the pipeline?
- How do I move a Matter from "Hired" to "Did Not Hire"?
Environment:
- Clio Grow
Additional Information:
n/a
Procedure:
- Click the Stop (next to the $) symbol under the Matter you would like to move to Hired
- Click Did Not Hire in the new window that pops up
OR
- Click Quick View under the Matter you would like to move to Hired
- Click the Status dropdown
- Select Referred Out