Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to add a lead to your opportunity manager:
- Click on the "My Opportunities" tab under your menu tab.
- On the bottom of your window, click the white plus sign and click "Add New Opportunity".
- Next, the "Add Opportunity" window will appear. Choose between, "Seller", "Buyer" or "Renter". Fill in the details including address, budget/price and add notes. As always, don't forget to rate your lead's temperature. Once you've done so, click "Insert Client Details" and you're all set!
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.