Environment:
- Clio Grow
Additional Information:
Any scheduled emails will also appear on the workflow with the status of Scheduled
Procedure:
From a Contact
- Go to the desired Contact
- Scroll down to the Upcoming section on the timeline
- Any scheduled emails will appear in this section
From a Matter
- Go to the desired Matter
- Scroll down to the Upcoming section on the timeline
- Any scheduled emails will appear in this section