Opportunity Manager

How to Schedule a Follow Up Call
Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to schedule a follow up call: Click...
Wed, 21 Apr, 2021 at 12:56 PM
How to Schedule a Meeting
Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to schedule a meeting: Click on the...
Wed, 21 Apr, 2021 at 2:12 PM
How to Archive a Lead
Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to archive a lead: Click on the &qu...
Wed, 21 Apr, 2021 at 2:14 PM
How to View a Lead's Recent Activity
Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to view you lead's recent activi...
Wed, 21 Apr, 2021 at 2:18 PM
How to Add a Lead to the Opportunity Manager
Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to add a lead to your opportunity man...
Wed, 21 Apr, 2021 at 2:20 PM
How to Sort My Opportunities?
Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to sort your opportunities?: Click ...
Tue, 20 Apr, 2021 at 4:17 PM
How to Filter My Opportunities?
Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to sort your opportunities?:         ...
Tue, 20 Apr, 2021 at 4:08 PM
How to Export Your Opportunities
Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to view you lead's recent activi...
Wed, 21 Apr, 2021 at 12:40 PM
How to Keep your Opportunities Updated in My Opportunities
SetSchedule's My Opportunities Section features two indicator systems you can reference to make sure every prospect in your pipeline stays on your rada...
Fri, 8 Nov, 2019 at 3:26 PM