Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to request replacement of an acquired lead:

  1. Click on the "My Opportunities" tab under your menu tab
  2. Next, click the lead you want to replace.
  3. Once the lead details pop ups, click on the blue icon on the top right of the lead screen.
  4. Under "Subject" find the following header, "I'm unsatisfied with a referral". Under "Opportunity", find the lead you would like to replace.

     

  5. Once you've accomplished the previous step, add the reason for requesting a refund and make sure to highlight, "Keep this referral, and get the next for free". As a note, you can only request replacements on leads that were purchased on the referral radar. Click "Send" and we'll credit your account with an additional lead.



As always, should you continue to have issues, please reach out to our technical support team by email support@setschedule.com or chat with us online.


How to Request Replacement of an Opportunity