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

  1. Click on the "My Opportunities" tab under your menu tab
  2. Click the white "+" sign on the bottom of the opportunities page to open the tools and click on "Export my opportunities"
  3. A message will prompt you to view your email's inbox, where you will  have received an email to download your opportunities via a ".xlsx" file. 
  4. Simply, download the file and open via Excel, Google Sheets or any other spreadsheet application to view the data.


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.        


How to Export Your Opportunities