Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to updating a lead:

  1. Click on the "My Opportunities" tab under your menu tab  
  2. Click on the opportunity you want to update.
  3. Once the opportunity pops up, click on the white drop down arrow, on the top of the opportunity to open the update log.

  4. Update your activity log by leaving the latest update, determining what's next and when you're scheduled to follow up with the lead. Want to add the event to your calendar? Just check "Add to calendar"! Finally, rate your opportunity by clicking, "Cold", "Warm" or "HOT!" and click "Save Report". You're all set!

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