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Edit a Lead Event

OBJECTIVE

To edit a Lead Event in ConstructionOnline.

BACKGROUND

Lead Event allow you to schedule and document Callbacks and Meetings with your Leads. If you need to modify a previously scheduled Lead Event, you can do it in a few simple steps.

THINGS TO CONSIDER

  • Lead Events are stored independently in Lead Tracking, but are also visible on the Company Calendar.
  • Lead Events do not have automatic notifications associated with them – set Reminders to receive notifications of Lead Events.

STEPS TO EDIT A LEAD EVENT

  1. Navigate to Lead Tracking via the Left Sidebar
  2. Select the Lead Calendar category
  3. Click on the desired Lead Event 
  4. Choose the pencil icon in the top right to edit 
    1. This will open the Lead Event Details window
  5. Make desired changes:
    1. Details: Revise the Event Type, Date/Time, Notes, Resources, and/or Color
    2. Attachments: Remove or upload additional Files & Photos
    3. Reminders: Edit/delete the reminder, or create one (recommended)
  6. Click Save

    HAVE MORE QUESTIONS?

    • Frequently asked questions (FAQ) about Leads & Lead Tracking can be found in the article FAQ: Lead Tracking. 
    • If you need additional assistance, chat with a Specialist by clicking the orange Chat icon located in the bottom left corner or visit the UDA Support Page for additional options.