Sometimes event details change — you may need to adjust the time, location, or even reassign the event to another user. Editing or rescheduling is simple and always keeps your Calendar, Deals, and Activities up to date.
Open the Event Details
You can edit an event from:
Events Page (Calendar 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.
Deals Page
Click on the event then Edit
Contact/Companies Page
Click on the event then Edit
Editing Event Information
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 directly from the dialog. Learn more >
Rescheduling an Event
Update the time and date in the Event Details dialog.
Confirm your changes.
Choose whether to send a confirmation email to the customer.
The updated event will immediately appear on:
The 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
Change the Estimator field in the Event Details dialog.
Confirm your changes.
Send a confirmation email to the customer.
The other user’s calendar will update automatically.
The Deal’s Events section and Assigned Activity will reflect the new owner.