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What is the Difference Between the Source vs. Referral Relationship in Clio Grow?

Question:

  • n/a

Environment:

  • Clio Grow

Additional Information:

Answer:

The main difference between the two is that one is a platform, while the other is a person.

  • Referred by: Expects you to link to a Contact Person (Eg. John Smith)
  • Source: Expects you to link an organization, company, or specific marketing effort (Eg. A bus advertisement)

 

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