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

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 the "Open" link for that Lead.
  3. Click on the "Edit Date/Time" button.
  4. Make your edits and click "Save" when you are finished.

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

  1. Click on "Calendar" 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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