How to Pass on an Opportunity

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

  1. Click on the "Referral Radar" tab under your menu tab   
  2. Once you're on the Referral Radar, click on the lead you want to take on by clicking a lead on your map or by clicking on a lead from the Referral Radar list.   
  3. Once you click a lead, a pop up will come up with a brief description of the information regarding the lead. Don't want it, just click "Pass".


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