Viewing posts categorised under: SetSchedule Academy
Viewing posts from: November 2000

All New SetSchedule App Version 2.4

June 28, 2019

SetSchedule’s newest release introduces exciting new features!

Default Organization: The app will remember what organization you were last in and will load with that organization.

Light and Dark MenuFor desktop and mobile application, we now have an option to choose from light or dark mode.

Referral Radar UpdateUpdates to the referral radar list view and detailed view.

Reassign Opportunities: Mobile application and desktop website can now show the name of the person who the opportunity is currently assigned to.

-Scheduled Opportunities: Updates to the appointment list view and detailed view.

-Other Bug Fixes

-The new addition of First2Contact as a lead source partner.

SetSchedule’s June Webinar Schedule

How to Change Your Credit Card

How to Export Your Opportunities

SetSchedule’s May Webinar Schedule

How to Change Your Notification Settings

How to Change Your Centerpoint

How To Filter Your Referral Radar

How to Pass on an Opportunity

This video will show you how to pass on any opportunities that you do not want so that you can focus on the ones that you do!

All New SetSchedule App Version 2.3

SetSchedule’s newest release introduces exciting new features!

Smart Match Leads: The SetSchedule app utilizes AI and predictive technology to highlight your preferred leads on the Referral Radar

SetSchedule E-Store: Open the menu to view the SetSchedule E-Store, which makes it easy to buy bundle packages and other great products

Assign Opportunities within an Organization: Team Administrators can now assign and re-assign opportunities from the Opportunity List

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