Hi All-Was reading this thread
and had a lingering question about adding springs as material or
equipment. Can anyone share how the...
Hi all-We work in multiple zones & are hoping to build/pull a report
where we can have all leads for follow up with customer phone & email,
by zone (or multiple zips). We've spent a significant amount of time
trying to figure this out, but haven't fo...
Hi all-I am seeing the Tags heading on a lead accessed from 'leads' in
the follow up module. Additionally, seeing the "tags" column in the
working screen from 'leads' in the follow up module. BUT where in the
process are we able to add the tag?
Hi @MadisonPCG - I appreciate your response! We're trying to pull the
leads from the closed & classified process specifically in the call
booking process, so not the unsold/sold estimate process. Tricky in the
way ServiceTitan uses the term leads her...