Adding/Editing a Tentative Event Date/Time to a Lead

Video Tip - Go to the 4:50 mark in the video below for how to edit topline Lead information (like the tentative event date/time).

When you first create a new Lead, you can add a tentative Event start date/time and end date/time. However, you can change these dates and times in two ways: via the Lead Dashboard or via the Calendar.

To Edit a Tentative Event Date/Time on the Lead Dashboard:

  1. Click on "Leads" in the main navigation bar.
  2. Find the appropriate Lead and click on it to open the Lead Dashboard.
  3. Click on the "Edit Lead" button and select the "Edit Date/Time" option.
  4. Make your edits and click "Save" when you are finished.

To Edit a Tentative Event Date/Time on the Calendar:

  1. Click on "Calendars" in the main navigation bar.
  2. Find the appropriate Lead on the Calendar and click on it.
  3. Make your edits and click "Save" when you are finished.
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