How to View Scheduled Emails in Clio Grow

Environment:

  • Clio Grow

Additional Information:

Any scheduled emails will also appear on the workflow with the status of Scheduled

Procedure:

From a Contact 

  1. Go to the desired Contact
  2. Scroll down to the Upcoming section on the timeline
  3. Any scheduled emails will appear in this section

 

From a Matter

  1. Go to the desired Matter
  2. Scroll down to the Upcoming section on the timeline
  3. Any scheduled emails will appear in this section
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