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

  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. Just provide your latest update and under "What's next?" slide the button to "Meeting", schedule the time and date and click "Save report".

As always, you can reach to our support team via chat at www.setschedule.com or by calling (888) 222-0011 and press "2" when prompt.