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Why do some Clients with scheduled Appointments show in purple highlight in the Grow Pipeline?

Objective:

  • Why are some Matters in the Grow Pipeline highlighted in Purple?

Environment:

  • Clio Grow

Additional Information:

n/a

Answer:

This indicates that the Matter or Contact was created via Clio Scheduler when the prospect booked an Appointment using the URL link of the Appointment Type. 

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