SetSchedule's My Opportunities Section features two indicator systems you can reference to make sure every prospect in your pipeline stays on your radar. 


1) The list of your opportunities will feature either a briefcase, phone, or calendar icon (depending on the upcoming action). The phone and calendar will be shown when you have a call to action set. You create these followups within the "Update Lead's Activity Log" drop-down menu. Maximize every opportunity by having either a phone or calendar instead of briefcases.                                


Here are examples of each feature type:


2) The pins and update boxes will either be filled or empty for your opportunities. When an opportunity is filled, there is a new report in the "Activity" tab-either that you acquired/created the opportunity, or you've submitted an update in the "Update Lead Activity Log" drop-down menu recently. When you click on an opportunity and don't leave a new report, it will be empty. Make it a point to leave a new update every time you open one of your opportunities so you don't fall out of touch with them. 


















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.