Editing/Swapping Preferred and Alternate Event Dates/Times in a Lead

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:

1. Click on "Leads" in the main navigation bar.
2. Find the appropriate Lead and click on it to open the Lead Dashboard.
3. In the upper right area of the screen, click on "() Alternate Event Dates".
4. Click the plus sign to add any alternate event dates (if you haven't already).
5. 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.