🔒 This feature requires the paid Operations Add-on.
Sales events help you schedule estimates, meetings, and other activities for your team. You can create a new event from several places in PaintScout.
Creating a Sales Event
1. Click the +New Event button.
2. Select the event type.
3. Select which deal the event is associated with.
4. Enter the location of the event.
5. Add a description about the sales event.
6. Select the Schedule User button to assign someone on your team.
7. Select who the event is scheduled for and the duration.
8. Pick a time slot on the calendar.
Pro tip: When scheduling a day and time, look at the map to see where your teammate will be throughout the day so you can schedule sales events that are geographically close to one another.
Confirmation Email
When saving a sales event, you’ll see the Add & Send dialog:
Choose to send a confirmation email to the customer.
Once confirmed, the event appears on the Calendar (Day, Week, and Month views).