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