Flag Leads with Past Dates

Carson H. shared this question 26 days ago
Pending

It would be a useful feature to automatically flag events with inputted dates that have already passed. For instance, if a lead was accidentally built for 3/14/2024 instead of 3/14/2027, the lead creator would be able to recognize it as an invalid date and can make a correction.

Comments (2)

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I have this feature request submitted to our developers!

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You can do this yourself with automations. You need to create a filter and email template, then use those two thing to build an automation. Let me know if you would like help. Automations can be very difficult at first, but really cool once you figure out how to put them together. For starters, this is what the filter will look like. Very simple.


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I may as well keep going with this. Here is your email template. You can name it whatever you like. Mine starts with z for sorting purposes, but you don't need to do that.

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And here is the automation.


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