Some Ideas for Success

Successful practices to use

How to Add a Secondary Email
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 secondary email: On the top ...
Wed, 30 Oct, 2019 at 2:32 PM
How to Schedule your Monthly Optimization 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 your Monthly Optimization...
Thu, 31 Oct, 2019 at 1:11 PM
How to Register for a Free Educational Webinar
To jump directly to this month's webinar calendar, feel free to click the following link: SetSchedule's Webinar Calendar. Otherwise, follow the in...
Wed, 30 Oct, 2019 at 2:37 PM
Tip to Rate Your Leads Using Emails
Please click this link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to rate your leads using the emails ...
Fri, 8 Nov, 2019 at 3:14 PM
Tip for Contacting the Newest Leads
Here is a strategy to review the new leads that you may have missed. Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you&...
Wed, 30 Oct, 2019 at 2:42 PM
What Does "Help Me Close" Mean?
The "Help Me Close" feature is used for requesting a script for a specific situation you are unfamiliar with (i.e. a client interested in short se...
Wed, 30 Oct, 2019 at 3:02 PM
How to Maximize Every Opportunity
It is very important to 'plant the seeds' with prospect by letting them know you are a local expert. Find a why to provide your prospects with a s...
Fri, 8 Nov, 2019 at 3:20 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
Tips when First Contacting an Opportunity
Here are some helpful tips when first contacting an opportunity.         *Tip 1: Feel free to text a lead before calling so they're ready for your ca...
Fri, 8 Nov, 2019 at 3:26 PM
How to Identify an Opportunity's Lead Source
Please click the link to take you to SetSchedule’s sign in page: Sign In.  Once you've signed in, follow the steps to jump to your center point: Cli...
Wed, 30 Oct, 2019 at 3:01 PM