See scheduled emails next to Actions

You schedule a follow-up email, move on to the next task, and forget about it. A few days later, you’re back on the contact’s page, wondering if anything is queued up.

In OnePageCRM, scheduled emails are displayed in the Next Action area on the Contact page. Everything you need to do for a contact is in one place.

What’s new with Scheduled Emails

Scheduled emails don’t live in a separate folder on the Email page. In OnePageCRM, they also appear directly on the Contact page, right next to your Next Action.

That means all future tasks for a contact—follow-up reminders and scheduled emails—are visible in one area. You see at a glance if something is already queued up.

You can also reschedule emails the same way you update Actions. Click the date flag and pick a new date or time.

If you need to change the email content, the CRM will let you know if the email is about to be sent. So you won’t accidentally edit something that’s already on its way out.

Having your scheduled emails next to Actions makes a big difference in how organized your CRM feels.

Now, all upcoming tasks have one central place in OnePageCRM.