how to alert contacts in the row when the Planned date is about to reach?
RUPESH KUMAR
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What process should we use to automatically alert the contacts in that row about the status 3 days before the PP planned date?
Answers
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Assuming pp planned date is a date column and assigned is a contact list, you can set up an automation.
Set up a date trigger
And set the action as an alert to be sent to the person in the cell
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