The Referral Radar makes it very easy to identify the lead which is closest to you. Follow these steps to find the closest lead on the Referral Radar:
- Please click the link to take you to SetSchedule’s sign in page: Sign In.
- Choose the Referral Radar option from the top navigation menu.
- Click on the ON MY RADAR button on the bottom left of the screen.
- You will now see an option for CLOSEST LEAD - click on the lead that is shown and the lead will expand on the list. You can now pass or accept this lead as you see fit.
As always, should you require assistance, please reach out to your technical support team by emailing [email protected] or chat with us online.