When you first create a new Lead, you can add a preferred Event start date/time and end date/time. You can also add alternate Event dates/times. Furthermore, you can swap preferred and alternate dates/times in the header for each lead.
To Edit Preferred Event Date/Time on the Lead Dashboard:
- Click on "Leads" in the main navigation bar.
- Find the appropriate Lead and click on it to open the Lead Dashboard.
- In the upper right area of the screen, click on "() Alternate Event Dates".
- Click the plus sign to add any alternate event dates (if you haven't already).
- Click the drop down arrow next to any alternate event dates.
- Select "Edit" to make changes to your alternate event date.
- Select "Swap with Event Date" to swap this alternate date with your preferred date in the lead header.
- Select "Delete" to remove this alternate event date.
NOTE: You must already have a preferred event date for a lead before you can add an alternate event date.