Opportunity Manager

How to Update 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 updating a lead: Click on the &q...
Tue, 15 Jan, 2019 at 3:00 PM
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...
Thu, 25 Apr, 2019 at 2:42 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...
Tue, 15 Jan, 2019 at 3:00 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...
Tue, 15 Jan, 2019 at 3:01 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...
Tue, 15 Jan, 2019 at 3:01 PM
How to View a Lead's Contact Information
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 your lead's contact info...
Tue, 15 Jan, 2019 at 3:01 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...
Tue, 15 Jan, 2019 at 3:02 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 ...
Thu, 25 Apr, 2019 at 2:39 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?: Click ...
Mon, 13 May, 2019 at 1:14 PM