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Create hold open calendar event from opportunity deadline

Create hold open calendar event from opportunity deadline

Your opportunity hold-open deadlines go untracked, leaving deal owners without reminders. Create calendar events from those deadlines so owners receive reminders and act ahead of expiry.

Create hold open calendar event from opportunity deadline

Overview

When hold-open deadlines only live inside CRM fields, deal owners miss outreach windows and opportunities can stall. This workflow turns those deadlines into calendar events and writes the event back to the record, giving owners visible reminders and ensuring action ahead of expiry.

Create hold open calendar event from opportunity deadline