Whether you want to work together with other people on an Opportunity or you just want to let them know about it, you can send the details of an Opportunity to any of your connections by chat. Follow these steps to do so:
Please click the link to take you to SetSchedule’s sign in page: Sign In.
Go to the CRM by clicking on the CRM tab in the top navigation menu.
In the CRM, you will see all the Opportunities that you are currently working on. Select any Opportunity to display its details.
On the right side of the screen, you will see the detail pop-up box. At the bottom of the Detail pop-up box, click on the Share button then a list of share options will appear. Click on Send via Chat.
Look for the person you want to send the Opportunity details to by typing the name in the Search text field.
Once you have selected the person, click on the Send button to the right of the search field.
After clicking Send, the Opportunity will be sent to the person specified. It will now reflect in your chats.
- As always, should you require assistance, please reach out to your technical support team by emailing [email protected] or chat with us online.
