Ctrlk
For the complete documentation index, see llms.txt. This page is also available as Markdown.

Edit or Reschedule a Sales Event

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

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.

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

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

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

If the customer added the event to iCal or Google Calendar, their calendar entry updates automatically when the event changes.

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.

Related articles

Create a Sales Event

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

Cancel a Sales Event

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

Last updated

Was this helpful?