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Cancel a Sales Event

Learn how to cancel scheduled sales events and estimate appointments in PaintScout while keeping activity history intact.

To cancel a sales event in PaintScout, open the event from your Calendar, Deal, Contact, or Company page and select Cancel. You can optionally send a cancellation email to the customer.

Canceled events are removed from your Sales Calendar and Map, but the history remains visible on the related Deal, Contact, and Company activity timelines.

Important: this feature requires the paid Operations add-on.

How to Cancel a Sales Event

  1. Open the Event Details dialog.

    • From Month view > select the day then "..." (menu) and Cancel.

    • From Day/Week view > select the event then Cancel.

    • From Deal/Contact/Company > open the preview of the event and Cancel.

  2. Choose whether to send a cancellation email to the customer.

  3. Confirm the cancellation.

What Happens After Canceling?

  • The event will be removed from the Sales Calendar and Map.

  • The event will no longer appear in the Deal’s Events section.

  • A record of the cancellation will still appear in the Activity log of the related Deal, Contact, and Company pages.

Pro tip: If you only need to change the sales event date, time, or assigned estimator, edit or reschedule the event instead of canceling it.

Related articles

Create a Sales Event

Schedule estimate appointments, site visits, and meetings in PaintScout with automatic confirmation emails and calendar integration.

Edit or Reschedule a Sales Event

Edit event details, reschedule appointments, and reassign sales events to different team members in PaintScout.

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