In the CRM, you have the ability to use filters to view opportunities that are associated with your teams. Follow these steps to filter your opportunities by team:
- Please click the link to take you to SetSchedule’s sign in page: Sign In.
- Click on the CRM option from the top navigation menu.
- Click on the Filter icon to the right of the opportunity search bar. At the bottom of the filter menu, you will see a section for TEAM OPPORTUNITIES - you can use this to view all team opportunities, or opportunities from a specific team. Once you have set your criteria, click on the APPLY option on the top right corner of the filter menu.
As always, should you require assistance, please reach out to your technical support team by emailing firstname.lastname@example.org or chat with us online.