Edit Grow Opportunities

In Clio Grow, you can edit an opportunity's details and move it between statuses as intake progresses. Current details keep every firm user working from the same facts about a prospective case. An accurate status also keeps the Pipeline a true picture of the firm's intake funnel.

Edit opportunities

Edit an opportunity from its page or from the Pipeline. Both routes open the same edit form. To create an opportunity first, refer to Create Matters.

Edit from the opportunity's page

1. Go to Opportunities.
2. Click the opportunity name.
3. Click Edit.
4. Make your changes.
5. Click Save.

Edit from the Pipeline

1. Go to Pipeline.
2. Select the Intake, Hired, or Not hired tab.
3. On the opportunity card, click the more icon (vertical ellipsis), then click Quick view.
4. Click Edit.
5. Make your changes.
6. Click Save.

Change an opportunity's status

Opportunities are organised by status, and each status is a column in the Pipeline. Change the status from the opportunity's page, the Opportunities list, or the Pipeline.

From the opportunity's page

1. Go to Opportunities.
2. Click the opportunity name.
3. In the Opportunity details section, select a new status in the Status dropdown.

From the Opportunities list

1. Go to Opportunities.
2. Under Status, click the dropdown and select a new status for the opportunity.

From the Pipeline

1. Go to Pipeline.
2. Select the Intake tab.
3. On the opportunity card, click the more icon (vertical ellipsis).
4. Click Change status to Hired or Change status to did not hire.

Up next

• Convert Matters: Convert an opportunity to a matter when the firm takes on the case.
• Delete Matters in Clio Grow: Delete an opportunity and its intake records.