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Introduction to Sales Events

Learn about sales events in PaintScout including calendar views, map visualization, scheduling appointments, and managing your team's schedule.

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

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.

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.

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

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

Double-click one of the user headshots to select or deselect all users when on Month view!

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

  • 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.

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

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.

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

Related articles

Create a Sales Event

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

Event Types

Create and customize sales event types like estimates, site visits, and meetings to categorize your appointments.

Sales Events Booked Report

Track booking trends and sales event volume to manage workload and plan ahead for estimate appointments.

Calendar Availability

Set your weekly calendar availability and override specific days for vacations or time off in PaintScout.

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