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How to Generate a Report on Unassigned Lead Sources?

Objective:

  • Lead Source in Grow
  • Unassigned Lead Sources
  • Locate Unassigned Lead Sources

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

  1. Go to Contacts tab on the left.
  2. Click on Apply Filters on the top right.
  3. Click on Filter by Lead Sources.
  4. Export all the contacts to CSV at the Bottom.
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