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 view your lead...
Tue, 28 Dec, 2021 at 2:57 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 updating a lead: Click on the CRM...
Tue, 28 Dec, 2021 at 3:05 PM
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
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
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
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
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
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
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
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, 21 Mar, 2023 at 12:01 PM