To edit or reschedule a sales event in PaintScout, open the event from your Calendar, Deal, Contact, or Company page and update the details. Changes automatically sync across your Calendar, Deals, and Activity logs.
Where Can I Edit a Sales Event?
You can edit an event from:
1. Sales Calendar Page (Day, Week, or Month View)
Day/Week: Click on the event.
Month View: Open the preview for the date, scroll to the event, click the "..." (More) menu, then choose Edit.
Map View: Click on the event pin.
2. Deals Page
Click on the event then Edit.
3. Contact/Companies Page
Click on the event then Edit.
What Can I Edit?
In the Event Details dialog, you can edit:
Event Type
Location
Description
Estimator (who is assigned)
Duration
Time and Date
Note: You cannot change the linked Deal, but you can view the Deal from the dialog. Learn more >
Rescheduling a Sales Event
1. Update the time and date in the Event Details dialog.
2. Confirm your changes.
3. Choose whether to send a confirmation email to the customer.
4. The updated event will immediately appear on:
The Sales Calendar (Day, Week, and Month views)
The Deal’s Events section and Activity log
The Contact and Company pages associated with the Deal
Reassigning to Another Estimator
1. Change the Estimator field in the Event Details dialog.
2. Confirm your changes.
3. Send a confirmation email to the customer.
4. The other user’s Sales calendar will update automatically.
5. The Deal’s Events section and Assigned Activity will reflect the new owner.