rebook an event that had to be cancelled

Cindy B. shared this question 1 hour ago
Need Answer

I have a customer that we had to cancel his event because of weather. I gave him a gift card to use at rebooking. He wants the same thing as before with his new date. How can keep a copy of the cancelled lead and start a new lead with the previous information but new date. I tried asking the KB and AI but it is not giving me the steps I need to do this.

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1

opened the cancelled lead. Click Save as Copy and then make all the changes you need (dates, etc)

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