Angi Leads

charringtonPSB
ServiceTitan Certified Administrator
ServiceTitan Certified Administrator

Hi everyone-

If you are using the Angi Leads Integration (linked below), how are you recording the leads for follow up that are not booked as calls?

Re: angi leads integration

2 REPLIES 2

PamDuffy-PCG
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi there @charringtonPSB - most companies either

  • create a Customer record and tag the customer as a lead/prospect, and then create a report to follow up, or
  • use the Leads module (you can ask your CSM if this is available for you) 

 

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Pam Duffy, Powerhouse Consulting Group
ServiceTitan Certified Coach + ServiceTitan Certified Marketer + Zapier Certified Expert

LBabayan
ServiceTitan Certified Provider
ServiceTitan Certified Provider

Hi @charringtonPSB, thanks for posting your question. Let's see if one of our Integrations experts @PamDuffy-PCG can help you with Angi Leads Integration.