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Key Resources: Contacts (Clio Grow)

 

Frequently Asked Questions:

General

  • How Do I Create a Contact in Clio Grow? (see here
  • How Do I Add Contacts to a Matter in Clio Grow? (see here)
  • How Do I Add a Contact from the Lead Inbox in Clio Grow? (see here)
  • How Do I Edit a Contact’s Details in Clio Grow? (see here)
  • How Do I Change the Client of a Matter in Grow? (see here)
  • How Do I Delete a Contact in Clio Grow? (see here)
  • Can I Bulk Delete Contacts in Clio Grow? (see here)

Contact Form

  • How Do I Add a New Contact Type in Clio Grow? (see here)
  • How Do I Add a Lead Source in Clio Grow? (see here)
  • How Do I Add a Tag to a Contact in Clio Grow? (see here)

Filtering

  • How Can I Filter My Contacts? (see here)
  • How to Export all of My Contacts in Clio Grow (see here)
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