We are currently switching over to ServiceTitan from another CRM. 80% of our business comes from the Home Depot Service Provider program. We are looking for any and all tips for configuring things to work as efficiently as possible! Currently, we are trying to determine the best way to revisit the leads that we called, but did not reach. Our previous CRM had a section that created a list of contacts, and CSRs would work through the list daily until they were able to set an appointment, or until we made contact a certain amount of times and closed out the lead. If you're a service provider, what is your company's process to make sure you are following up with the un-booked leads?
