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How to Send an Email to a Contact in Clio Grow

Environment:

  • Clio Grow

Additional Information:

  • n/a

Procedure:

  1. Go to the desired contact’s page
  2. Click the Emails tab
  3. Select an email template if needed; otherwise, write in the subject and body of the email
  4. Add any CCs or attachments
  5. Click Send Email when ready
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