Organization Features

How to Assign Opportunities to Agents in an Organization
Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to assign opportunities:  Using the...
Wed, 21 Apr, 2021 at 2:46 PM
What Are the Different Team Organization Permission Types?
With SetSchedule's team ecosystem, you can provide different levels of user permissions depending on that member's role in your organization. They...
Wed, 19 Aug, 2020 at 5:06 PM