rebook an event that had to be cancelled

Cindy B. shared this question ago

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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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Comments (1)

Chad B. ● 20 days ago

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

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Cindy B. ● 19 days ago

Thanks. I tried to save as a copy but it wouldn’t let me. So I ended up just making the changes and then saving it and adding a new contract document and sending it. It overwrote the original lead from back in May but at least it let me use the gift card.

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Chad B. ● 19 days ago

That's weird. What do you mean it won't let you save as copy? Did you click the drop arrow next to save

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Cindy B. ● 19 days ago

That's correct. It kept saying it could not be saved as a copy unless I wanted to save it as a draft, which I didn't. I had it as a contracted status so I just regular saved it and let it over write the original so I could save it and get it out to the customer.

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Chad B. ● 19 days ago

Oh, you should have done that, that just means you're missing information. But once you save the copy evenas a draft, you can change the status

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