In Clio Grow, notes let you record important details, updates, or reminders on opportunities, keeping key context visible to you and your team. From the Notes subtab in an opportunity, you can filter the list by keyword and expand a note to view its full text. This article shows you how to add, edit, duplicate, and delete notes.
Create and manage opportunity notes
Note: When you convert an opportunity to a matter, notes will sync automatically to the matter at which point you can continue to manage your matter notes from the matter.
In Clio you can add, edit, duplicate, and delete notes on an opportunity.
- Go to Grow > Opportunities and click an opportunity to open it.
- Select the Notes subtab.
- Click New note.
- Enter a subject and note body.
- Click Save note.
- Go to Grow > Opportunities and click an opportunity to open it.
- Select the Notes subtab.
- Find the note and in the Actions column, click Edit or click the down arrow and select Edit from the menu.
- Make your changes and click Update note.
- Go to Grow > Opportunities and click an opportunity to open it.
- Select the Notes subtab.
- Find the note and in the Actions column, click Duplicate or click the down arrow and select Duplicate from the menu.
- Make your changes and click Save note.
- Go to Grow > Opportunities and click an opportunity to open it.
- Select the Notes subtab.
- Find the note and in the Actions column, click Delete or click the down arrow and select Delete from the menu.
- Click Delete note to confirm the action.