> 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="Screenshot showing the calendar with scheduled appointments"><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="Screenshot showing the Calendar view switcher with Day, Week, and Month options"><figcaption></figcaption></figure>

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

<figure><img src="/files/gQ2aDYKnmnOkHXqBy8ao" alt="Screenshot showing unavailable time blocks marked on the calendar"><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="Screenshot showing the user filter dropdown on the Calendar to narrow appointments by team member"><figcaption></figcaption></figure>

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

<figure><img src="/files/S81a21mmrbDJr4xo3vXL" alt="Screenshot showing the Show Weekends toggle on the Calendar week and month views"><figcaption></figcaption></figure>

* **Total week/month**: Total sales events that week or month, broken down by user.
  * Only visible to Team users and Sales users with permissions to view other users' info.
  * 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="Screenshot showing the details popup when clicking on a calendar appointment"><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="Screenshot showing the Map view with appointment location pins for team members"><figcaption></figcaption></figure>

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

<figure><img src="/files/bp4HshcROl6i2ifT2sZV" alt="Screenshot showing the Map day view with numbered event order"><figcaption></figcaption></figure>

***

## Related articles

* [Create a Sales Event](/support/operations/events-and-calendar/how-to-create-an-event.md) — Schedule an appointment and link it to a deal
* [Event Types](/support/operations/events-and-calendar/event-types.md) — Set up the appointment types your team uses
* [Calendar Availability](/support/operations/events-and-calendar/calendar-availability.md) — Control when team members can be booked
* [Google Calendar](/support/integrations/calendar-and-scheduling/google-calendar-integration.md) — Connect Google Calendar for one-way or two-way event sync
* [Event Email Templates](/support/operations/events-and-calendar/event-email-templates.md) — Customize confirmation, reminder, and cancellation emails


---

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