How to View Opportunity Details

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

  1. Click on the "My Opportunities" tab under your menu tab       
  2. Click on the opportunity you want to review.      
  3. On the bottom of opportunity page, click "Contact". There you will find the lead's name, number and email address.      

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