Setup Call Reasons in ServiceTitan

Settings - ServiceTitan

1. 1. Click on Settings

   

2. 2. Type "call reasons"

   

3. 3. Click on Call Reasons

   

4. 4. Click on Add

   

5. 5. Type "Price Shopping"

   

6. 6. Check Is Lead?

   

7. 7. Click on Save

   

8. 8. Click on Add

   

9. 9. Type "Scheduling Conflict"

   

10. 10. Check Is Lead?

    

11. 11. Click on Save

    

12. 12. Click on Add

    

13. 13. Type "Competitor Selected"

    

14. 14. Check Is Lead?

    

15. 15. Click on Save