> For the complete documentation index, see [llms.txt](https://help.paintscout.com/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://help.paintscout.com/support/operations/events-and-calendar/introduction-to-events.md).

# Introduction to Sales Events

{% hint style="danger" %}
**Important:** this feature requires the paid **Operations add-on.**
{% endhint %}

## What is a Sales Event?

A **Sales Event** is a scheduled appointment linked to a Deal. Sales events help you keep track of estimates, meetings, or any other scheduled activity.

Each Sales Event includes details like:

* Type of sales event (e.g., estimate, follow-up, meeting)
* Assigned estimator or team member
* Date, time, and duration
* Location
* Description for notes

Think of sales events as your way to **organize and visualize your team’s schedule** — whether in a calendar, list, or map view.

<figure><img src="/files/7RjYosR2z9Jeddw3yGdj" alt=""><figcaption></figcaption></figure>

***

## Welcome to Your Sales Calendar

Your Sales Calendar is the central hub for managing sales events.

* **Views:** Switch between **Day, Week, or Month** view. Scroll forward or backward in time, or press **Today** to return to the current date.

<figure><img src="/files/y0EM0kPV7SOZQDRaJ5qv" alt=""><figcaption></figcaption></figure>

* **Availability:** Areas marked as unavailable are shown on the calendar.

<figure><img src="/files/gQ2aDYKnmnOkHXqBy8ao" alt=""><figcaption></figcaption></figure>

* **Filter by Users:** Narrow down sales events by selected team members.

{% hint style="info" %}
Double-click one of the user headshots to select or deselect all users when on Month view!
{% endhint %}

<figure><img src="/files/jn6QHzugWIybDJOQWSOJ" alt=""><figcaption></figcaption></figure>

* **Weekends:** On Week and Month views, you can choose to display weekends.

<figure><img src="/files/S81a21mmrbDJr4xo3vXL" alt=""><figcaption></figcaption></figure>

* **Total week/month**: The calendar margin shows a summary of sales events for that week or month.
  * Team users and Sales users with permissions to view other users' info see totals broken down by user.
  * Single-user accounts and Sales users without extra permissions see totals broken down by event type.
  * These counts do not include events from Google Calendar.

<figure><img src="/files/lCPIpWqdVpp6Q7MTrMjb" alt=""><figcaption></figcaption></figure>

* **Interactive Events:** Press on any sales event to open its **Event Details**.

<figure><img src="/files/mqloU32mmXd6tInb3ZxH" alt=""><figcaption></figcaption></figure>

***

## Map View

The Map helps you visualize where sales events are happening.

* **Views:** Choose between **Map** or **Satellite** view.
* **Pins:** Each user's sales events are shown as pins on the map.
* **Interactivity:** Hover over pins to see tooltips, or click a pin to open **Event Details**.
* **Navigation:** Switch between **Day, Week, or Month** view, scroll through time, or return to **Today** with one click.
* **Filter by Users:** Show only the team members you want to see.
* **Month View:** Auto-selects all users, with the ability to filter down.

<figure><img src="/files/Pt7iVYTmgWQFVXdVjk6E" alt=""><figcaption></figcaption></figure>

* **Day View:** Shows the order of sales events by numbering them.

<figure><img src="/files/bp4HshcROl6i2ifT2sZV" alt=""><figcaption></figcaption></figure>

&#x20;&#x20;

## Related articles

<table data-card-size="large" data-view="cards"><thead><tr><th></th><th></th><th data-hidden data-card-target data-type="content-ref"></th></tr></thead><tbody><tr><td><strong>Create a Sales Event</strong></td><td>Schedule estimate appointments, site visits, and meetings in PaintScout with automatic confirmation emails and calendar integration.</td><td><a href="/pages/EF0OShKzLXJJhrI8WREf">/pages/EF0OShKzLXJJhrI8WREf</a></td></tr><tr><td><strong>Event Types</strong></td><td>Create and customize sales event types like estimates, site visits, and meetings to categorize your appointments.</td><td><a href="/pages/eaFYdGXq1cDzqxR0Q6eL">/pages/eaFYdGXq1cDzqxR0Q6eL</a></td></tr><tr><td><strong>Sales Events Booked Report</strong></td><td>Track booking trends and sales event volume to manage workload and plan ahead for estimate appointments.</td><td><a href="/pages/vxIKSBInOTWNv65RBJYq">/pages/vxIKSBInOTWNv65RBJYq</a></td></tr><tr><td><strong>Calendar Availability</strong></td><td>Set your weekly calendar availability and override specific days for vacations or time off in PaintScout.</td><td><a href="/pages/75BCloG8OtCuUHuroSx0">/pages/75BCloG8OtCuUHuroSx0</a></td></tr></tbody></table>


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