CRM
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
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
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
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
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
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
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
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 ...
Thu, 15 Jun, 2023 at 5:06 PM
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