Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to export your data records from your CRM:
- Click on the CRM option from the top navigation menu.
On left side of your screen, you will see all your acquired information. Scroll down until you find the header Targeted Records and click the records you would like to export.
When you click the records of interest, you will see the Predictive Data Records screen. Here you can click on different records to view their information. You will see a blue email to me button at the bottom of this screen. Click on this and the records will be emailed to you.
Check your email. You should have received an email with the subject line "Your [ZIP CODE] Targeted Records from [Date]". Download the records to use as you see fit.
As always, should you need assistance please contact us at support@setschedule.com or chat with us online.
