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How can I create Open and Close Dates?
When a new event is created, the sales team can receive a predefined message or alert for a specific date selected for the event.
- Go to General Setup.
- Click Marketing.
- Click on Create and Edit Days Pop-up Messages.
- Click on New Entry.
- Complete the message and choose the date when is going to show.
- On the field Action you have the following options:
Watched: If you select this option for the message, a window displaying the message will appear on the event for that specific date.
Approval: If you choose this option for the message, the event can only be created if an approval password is entered for that specific date.
Closed: If you choose this option for the message, the event cannot be scheduled for that particular date, and is going to show a "d" under the date of the event.