The CRM section of the application has an easy to use feature where you can view your upcoming activities. Follow these steps to view them: 

  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 top right corner of your screen, you'll see a list of the upcoming followup activities you've saved. 
  4. Clicking on any of the followup activities from the list will take you to that specific opportunity so you can review the notes you submitted when you saved the followup activity. Simply click on the update from the ACTIVITY log. 
  5. As always, should you require assistance, please reach out to your technical support team by emailing or chat with us online.