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Daily Email for Upcoming Finance Clauses (7 Business Days) - Lead Board
Feature request
Under Review
January 22, 2026
Add an optional daily email notification that alerts a user when any lead assigned to them or their team has a Finance Due Date within the next 7 business days and the finance status is not yet approved
i.e Lead assigned to you or any of your teams has a Finance date due in the next 7 business days and is not already approved
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