Tips and Tricks

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
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...
Tue, 3 Dec, 2019 at 1:31 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...
Tue, 3 Dec, 2019 at 1:31 PM
What does the Agent Success Consultant do?
Please note that this article is designed for SetSchedule Premium Partners. Want to learn about the Premium Partnerships? Click Here. Agent Success Cons...
Fri, 13 Dec, 2019 at 10:20 AM
How to Request Data Enrichment Service
Please note that this article is designed for SetSchedule Premium Partners. Want to learn about the Premium Partnerships? Click Here.    One of the featur...
Fri, 13 Dec, 2019 at 10:26 AM
Common Questions Our Agent Success Team Are Asked
1. Why do some leads not understand why I am calling them? This occurs frequently with online leads, and because we have so many lead generating partner...
Fri, 10 Jan, 2020 at 11:59 AM
Suggestions for Star Ratings When Rating Leads
When rating a lead using our star rating system, we suggest waiting until you get an initial response from a prospect, and then rating them based on your in...
Fri, 10 Jan, 2020 at 11:58 AM
How to resolve links not working on IPhone
How to resolve text links not working on Iphones  If using Iphone and the default web browser is Safari,more than likely the link is not pulling into th...
Fri, 13 Dec, 2019 at 11:51 AM
Ideas for Mailer Templates
Ideas for Mailers A question we are often asked is, “How should I approach Mailers?”. One of the things agents have success with is sending a postcar...
Mon, 27 Jan, 2020 at 4:12 PM