Close Booking Range
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Hello, we would like for io to flag leads when they are booked within 2 weeks of the event date.
Our operation manager schedules deliveries only two weeks out and he is missing the last minute bookings.
Is there already a setting we can use for this?
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We could setup and automation that sends an email to alert of this would that work?
We could setup and automation that sends an email to alert of this would that work?
Thanks for your quick response! Let's try the email alerts and see if they help.
Kristin Vandermeer
Desk: (616) 504-4478
Office: (616) 826-8220
www.ACPEntertainment.com
Amazing Experiences, Lasting Memories
Check out our 2026 Catalog!
Thanks for your quick response! Let's try the email alerts and see if they help.
Kristin Vandermeer
Desk: (616) 504-4478
Office: (616) 826-8220
www.ACPEntertainment.com
Amazing Experiences, Lasting Memories
Check out our 2026 Catalog!
I have the automation "Alert-Last Minute Booking" setup and active so it should start sending the email alert to the sales rep going forward when there is a lead that is booked in the last day and the event start is in the next 14 days.
I have the automation "Alert-Last Minute Booking" setup and active so it should start sending the email alert to the sales rep going forward when there is a lead that is booked in the last day and the event start is in the next 14 days.
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