The "Help Me Close" feature is used for requesting additional resources for a specific situation you are unfamiliar with (i.e. a client interested in short selling, or a prospect you prefer to refer out rather than handle yourself). In these cases, see below to access this feature. Note: If you simply want to add a note to a prospect, this article about Updating a Lead is more appropriate.


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

  1. On the top left of your screen, below your member photo, click the grey drop down triangle.     
  2. Then click "Contact Support".

     

  1. Once the "Contact Support" page pops up, click the "Help Me Close" subject and select your opportunity you are having trouble with closing. Then just click "Send". 

A team member will reach out to you to better understand your situation and provide you with some sound bites. Look out for our call!


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