SetSchedule

New to SetSchedule? Start Here! 6

• Download the SetSchedule Mobile Application
• Referral Radar Opportunity Types
• Integrating SetSchedule with your CRM using Zapier
• Sign In and Password Recovery
• What is the Discovery Hub?

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Account Accessibility 1

• How do I Login with My Phone Number?

General 12

• Where can I find the Master Subscription Agreement?
• Why Did I Receive a "No Internet Connection" Screen?
• Where Can I find the SetSchedule Community Guidelines, Copyright Policy, and Terms of Service?
• How Do I Access the Help Center?
• How do I Manage my Notifications?

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Some Ideas for Success 2

• What Is SetSchedule Connect
• SetHello Overview

SetSchedule RED 7

• What is SetSchedule RED? (Desktop Version)
• How to Unsubscribe to SetSchedule RED? (Desktop Version)
• How to Unsubscribe to SetSchedule RED? (Mobile Version)
• How to Restart SetSchedule RED Subscription? (Mobile Version)
• How to Customize the Profile Banner for RED Subscribers? (Mobile Version) 3.3.7.2

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Settings and Profiles 20

• How Do I Add a Secondary Email?
• How do I Change the Phone Number on my Network Profile?
• How do I Add or Change my Account Phone Number?
• How do I View my Transaction History?
• How do I Change my Account Email Address?

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Network 7

• How do I Invite my Colleagues by Syncing Contacts?
• How do I Block another User on the Network?
• How do I Unblock a User on the Network?
• How do I Report a User's Post?
• How do I view my Pending Connection Requests?

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Chat 3

• How do I Create a Group Chat?
• How do I View and Edit a Chat's Details?
• How do I Create a New Chat?

Broadcast 1

• How do I Use the Broadcast Feature?

Ask 1

• How do I Use the Ask Feature?

Teams 11

• How do I Create a New Team?
• How do I Upgrade my Team?
• How do I Remove Someone from my Team?
• How do I Request Lead Allotment for the Referral Radar from a Team ?
• How do I Edit Team Member Permissions?

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CRM 21

• Troubleshooting Guide - CRM
• How do I Schedule a Followup Call?
• How do I Schedule a Followup Meeting?
• How do I Archive an Opportunity from the CRM?
• How do I Add my own Opportunity to the CRM?

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Book of Business Audit (BoBA) 6

• What is a Book of Business Audit - BoBA? (Desktop Version)
• How to Update Opportunities Through the Book of Business Audit - BoBA? (Desktop Version)
• Why should I not Share the Book of Business Audit (BoBA) Email?
• How Can I Review My Previous Month’s Book of Business Audit (BoBA)?
• What is a Book of Business Audit - BoBA? (Mobile Version)

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Meet the Agent 41

• Set Aside Excuses to Be Successful - Jere Becker
• Real Estate - A Business of Relationships - Phillip York
• As a Realtor and A Mother - I'm Fearless! - Myriam Balthazar
• It's All About your Hustle - Mehrooz Misaghian
• Setting the Right Tone - Greg Carnese

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Webinars 8

• SetSchedule 3.0 Training Overview
• Best Practices for the SetSchedule Referral Radar
• Quick Overview and Best Practices for the Network and Connection Features
• Learn All About the Network and Connection Features on the SetSchedule App
• Learn All About the Team Features

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MindSET 15

• Why Most Managers Fail as Leaders - Steve Vrieling
• Fostering Remote Growth - Toby Doyle
• Building Success in Your Real Estate Business - Lisa Binggeli
• Help Yourself to Help Your Business - Wally Bressler
• Accomplish More with Discipline and Simplicity - Paul Claxton

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Notifications 4

• How do I Change my Notification Settings?
• How do I Change my Referral Radar Notification Settings?
• How to Manage My Follow Notifications (Desktop Version)
• How to Manage My Follow Notifications (Mobile Version)

Referral Radar 1

• How to Pass on an Opportunity

Settings and Profiles 0

Notifications 0

Video categories 0

Research Center 0

Dashboard 0

Archive 0

General 0

CRM 0

Webinar Recordings 0

SetSchedule Pro App 101 Series 2

• The Lifecycle of an Internet Lead - Pro 101 Quick Guides
• Making the Most of A Live Connection - Pro 101 Quick Guides

Some Ideas for Success 9

• SetConnect Direct Calls
• Tips When Reaching Out To Leads
• Tips when First Contacting an Opportunity
• Common Questions Our Agent Success Team Are Asked
• How to Maximize Every Opportunity

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Report A Deal 1

• 3 Different Ways to Report a Deal

Tips and Tricks 0

Opportunities 2

• What are the differences between the vendors available on the SetSchedule platform?
• Are the Leads on SetSchedule Exclusive and Verified?

Rate Your Leads 0

Miscellaneous 1

• How to Integrate Your CRM Using an Email Parser

Premium Services and Memberships 4

• How Do I Schedule my Monthly Optimization Call?
• How to Reschedule Your Monthly Optimization Call
• How to Promote My Listing Through SetSchedule
• What is the Referral Radar Premium License?

Referral Radar 26

• Where Does SetSchedule Aggregate Leads From?
• What is a SetVerified lead?
• Why Did a Lead I Already Passed On Show Up On My Referral Radar Again?
• How do I Adjust my Referral Radar Centerpoint?
• How do I Jump Between Centerpoints

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Research Center 3

• How to Maximize the Research Center People Search
• How Do I Research Properties in the Research Center?
• How do I Launch the Research Center?

Open House 3

• How to Start an Open House
• How do I send an Open House through Chat?
• How to Start an Open House? (Mobile Version)

Data Center 1

• How do I Acquire Targeted Data Records?

Transactions 6

• What forms of payment does SetSchedule accept for the referral fee?
• Does SetSchedule have a W9 for referral?
• How Do I Collect My Transaction Reimbursement?
• If I Represent a Seller and They Purchase a Property With Me, Do I Pay the Referral on that as well?
• If There is a Change in Status of a Property, Do I Need to Report it?

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Assistant Feature 0

Organization Features 0

Webinars 1

• Where Can I Find the Webinar Schedule?

Closed a Transaction. Now What? 0

Opportunity Manager 1

• How do I Change the Status of an Archived Opportunity in the CRM?

Community Tools 0

Archive 0