When in the CRM section, you have the ability to sort your opportunities in a variety of different ways. 

To do so, follow these steps:

  1. Please click the link to take you to SetSchedule’s sign in page: Sign In. 
  2. Click on the CRM option from the top navigation menu. 
  3. On the CRM screen, click on the Filter icon to the right of the search bar. 
  4. In the filter dropdown menu, you can set different criteria to sort the opportunities you see in the CRM.
    Once you have set the right sort by option, click on the APPLY button on the top right of the filter menu. 
  5. You can go back to your regular view by clicking on the Filter icon, then clicking on the CLEAR then on the APPLY button on the top right.  

  6. As always, should you need further assistance please contact us at [email protected] or chat with us online.