How to change Delivery and Setup Date

Brandy C. shared this problem ago

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My customer want to change there event date. I’ve been able to change the event date however the delivery and setup date is still set to the old event date. This is causing a problem because when I look at the calendar the customer information is displaying on all the days from the old event date to the new event date. How do I fix this?

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Comments (1)

Gabrielle P. ● 23 months ago

You need to clear the travel, setup, and teardown times then reset them to what you actually need on the lead.

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Brandy C. ● 23 months ago

Wouldn’t that just clear the travel and setup times? I need the actual event date changed for the travel and setup. Please see screenshot attached. Thanks

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Gabrielle P. ● 23 months ago

Alright I see now so there was delivery window set, I've cleared that for you. Now you just need to go into the delivery planner and remove this lead from there on 5/22 then you should be able to adjust the date on the lead. ac3041035d3232c8e4de6716137d4fc3

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