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...
Fri, 18 Oct, 2019 at 10:40 AM
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...
Fri, 18 Oct, 2019 at 10:40 AM
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...
Fri, 18 Oct, 2019 at 10:41 AM
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...
Fri, 18 Oct, 2019 at 10:42 AM
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...
Fri, 18 Oct, 2019 at 10:42 AM
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?:         ...
Thu, 5 Sep, 2019 at 1:00 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...
Fri, 18 Oct, 2019 at 10:05 AM