CRM

How do I View a Lead's Contact Information?
                    Please click the link to take you to SetSchedule’s sign in page: Sign In. Once you've signed in, follow the steps to view your lea...
Tue, 28 Dec, 2021 at 2:57 PM
How do I Update an Opportunity in my 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 updating a lead: Click on the CR...
Tue, 28 Dec, 2021 at 3:05 PM
How do I Filter my List of Opportunities in the CRM?
When viewing the opportunities in your CRM, you can use the filter option to view opportunities based on different criteria. Follow these steps to use the f...
Tue, 28 Dec, 2021 at 4:23 PM
How do I Switch Between Teams in the CRM?
In the CRM, you have the ability to use filters to view opportunities that are associated with your teams. Follow these steps to filter your opportunities b...
Tue, 28 Dec, 2021 at 4:22 PM
How do I Search for an Opportunity using the Search Bar?
You can follow these steps to use the Opportunity Search Bar within the CRM:  Please click the link to take you to SetSchedule’s sign in page: Sign In. S...
Tue, 28 Dec, 2021 at 4:21 PM
How do I Send an Opportunity through Chat?
Whether you want to work together with other people on an Opportunity or you just want to let them know about it, you can send the details of an Opportunity...
Tue, 28 Dec, 2021 at 4:01 PM
How to view an Archive Opportunity from the CRM?
When in the CRM section of the SetSchedule application, you can view a lead in ARCHIVE Status. Follow these steps on how to view an ARCHIVED lead.  Please...
Mon, 17 Jan, 2022 at 1:07 PM
How to edit Opportunity in the CRM
Editing an opportunity allows you to update information for a certain client like address, contact information, and property details. It also has the same f...
Mon, 11 Apr, 2022 at 3:43 PM
How to request a refund on a lead in the Mobile app?
Make sure you are logged in to your SetSchedule Mobile Application. Once you've signed in, follow the steps to request a refund of an acquired lead: ...
Mon, 11 Apr, 2022 at 5:48 PM