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 right of the opportunities page to open the tools and click on "Export my opportunities"
  3. When you have clicked on the export option, you will see a pop up that says "EXPORT MY OPPORTUNITIES" - this gives you the ability to decide what you would like to export from your opportunities.  
  4. Once you have made your selection and clicked on the Export button, you will see a success screen. This lets you know that the requested export file has successfully been emailed to you.  
  5. In your email inbox, you will have received an email with the subject line "Your SetSchedule Opportunities" that has a spreadsheet attached. Download the spreadsheet to access the opportunities you exported.  


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