Congratulations on your transaction! Below are steps on how to report your transaction.

  1. Reporting via email is quick and hassle-free. Just email our team at transactions@setschedule.com and we will be in touch with the next steps! 
  2. Reporting a deal using the Contact Support button.
    1. Click on this link to go to the SetSchedule sign in page. Sign in
    2. Select More from the top navigation button and select the option for Contact Support
    3.  Select Report a Deal from the subject line dropdown, type your message and hit submit.Our transaction team will reach out to you.
  3. You can even use the CRM Activity Log to inform us of your transaction.
    1. Click CRM in the top navigation menu.
    2. Select the lead and click Quick Action 
    3. Select Closed Deal from the action dropdown, type your notes, and click SAVE
    4. After you have reported your deal to the SetSchedule Transaction Team, contact your Agent Success Consultant and request for your Transaction to be featured in our Transaction Cross promotion that will be posted in our Social Media Handles.
  4. As always, should you require assistance, please reach out to your technical support team by emailing [email protected] or chat with us online