Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to review leads which require your attention:

  1. Click on the "Dashboard" tab under your menu tab.
  2. Below "My Portfolio", you will find a list of all the leads that require your attention. Haven't updated them lately? You'll find those leads here!
  3. To update a lead, simply click on the lead you want to update and click the white drop down arrow.
  4. Provide the latest update, pick your next action, set the time and date and rank your opportunity's temperature. Once you're done, click "Save Report" 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.