How do I Search for an Opportunity using the Search Bar?

You can follow these steps to use the Opportunity Search Bar within the CRM:

Please click the link to take you to SetSchedule’s sign in page: Sign In.
Select the CRM option from the top navigation menu.
On the top of the list on the left, you will see the Opportunity Search Bar. You can search by client name, email, or phone number. As you type in your search, you will see the list of opportunities get smaller. You will see an empty list if none of the opportunities in your CRM fit your search.

As always, should you require assistance, please reach out to your technical support team by emailing support@setschedule.com or chat with us online.

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