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

  1.  Using the menu bar, go to your "My Opportunities".
  2. If you are using your mobile device, swipe right, on the opportunity you would like to assign and click on the icon on the left of the opportunity.
    1. Using your desktop device? Simply, hover over the opportunity, to reveal the icon and click on it..
  3. Using the "Assign Opportunity" feature, select the individual you would like to assign the opportunity to, leave a message, and confirm by clicking "Assign".
  4. Once done, you'll receive a confirmation that the opportunity has been assigned to the new agent.

 

As always, you can reach to our support team via chat at www.setschedule.com or by calling your account executive directly.