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:
- Click on the "My Opportunities" tab under your menu tab
- Click the white "+" sign on the bottom right of the opportunities page to open the tools and click on "Export my opportunities"
- 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.
- 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.
- 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