TGL Help

[MirandaMel]

We are working towards setting up configurable payroll for TGL's set.  The thing I am having trouble figuring out is what counts as a TGL...we often don't book the call immediately as we have left a message, etc...  We close/classify it as a lead and then it lives in the follow up tab.  Do these count towards the TGL and if so, where can I find them?

Thanks so much for your help!

[JessicaSmith · Accepted solution]

Tech sets up the appointment for the comfort advisor with the homeowner before the tech leaves the home or it doesn't count as a TGL (with exceptions for the exceptional like tech was there at midnight or something).

Tech suggested replacement but didn't get an appointment set and the customer calls the next day? Doesn't count.

Tech told the office to call the customer later? Doesn't count.

Set the appointment while on site or you didn't generate it.