Update deal reminder flag three days before event
Update deal reminder flag three days before event
Your onsite bookings lack a reliable three-day prep signal, leaving coordinators without timely outreach context. The workflow marks the deal so coordinators see prep needs within the three-day window.
Overview
When event prep flags aren’t set consistently, coordinators scramble and outreach gets delayed. This flow finds the deal tied to each onsite calendar event and marks it for three‑day prep, giving your team a clear cue ahead of the event.