CRM

Troubleshooting Guide - CRM
Tue, 25 Jan, 2022 at 9:25 AM
How do I Schedule a Followup Call?
When in the CRM section of the SetSchedule application, you have the ability to save follow up activities on specific opportunities. Follow this process to ...
Tue, 28 Dec, 2021 at 2:36 PM
How do I Schedule a Followup Meeting?
When in the CRM section of the SetSchedule application, you have the ability to save follow up activities on specific opportunities. Follow this process to ...
Tue, 28 Dec, 2021 at 2:34 PM
How do I Archive an Opportunity from the CRM?
When in the CRM section of the SetSchedule application, you have the ability to save follow up activities on specific opportunities. If you have an opportu...
Tue, 28 Dec, 2021 at 2:32 PM
How do I Add my own Opportunity to the CRM?
You can create and manage your own opportunities in the CRM section. Follow these steps to do so:  Please click the link to take you to SetSchedule’s s...
Tue, 28 Dec, 2021 at 2:29 PM
How do I Sort the Opportunities in My CRM?
When in the CRM section, you have the ability to sort your opportunities in a variety of different ways.  To do so, follow these steps: Please click the ...
Tue, 28 Dec, 2021 at 3:02 PM
How do I Use Filters when Exporting Opportunities from the CRM?
When exporting opportunities from your CRM, you have the ability to utilize filters in order to get a specific subset of opportunities sent to you. Follow t...
Tue, 28 Dec, 2021 at 4:28 PM
How do I Assign or Collaborate Opportunities?
Opportunities in the CRM can be assigned or collaborated with other users in the SetSchedule ecosystem. Assigning a lead allows you to designate a specific ...
Tue, 28 Dec, 2021 at 6:32 PM
How do I Export Data Records from the CRM?
Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to export your data records from your...
Tue, 28 Dec, 2021 at 2:44 PM
Where can I view my Upcoming Activities?
The CRM section of the application has an easy to use feature where you can view your upcoming activities. Follow these steps to view them:  Please cli...
Tue, 28 Dec, 2021 at 3:57 PM