--- title: "Customize the Opportunity Status filter for expiring memberships" slug: "how-to-customize-the-opportunity-status-filter-for-expiring-memberships" tags: ["Area - Memberships", "Focus - Service Replacement", "Role - Admin", "Type - Residential"] updated: 2026-10-16T01:13:00Z published: 2026-10-16T01:13:00Z canonical: "help.servicetitan.com/how-to-customize-the-opportunity-status-filter-for-expiring-memberships" --- > ## Documentation Index > Fetch the complete documentation index at: https://help.servicetitan.com/llms.txt > Use this file to discover all available pages before exploring further. # Customize the Opportunity Status filter for expiring memberships ## Overview In ServiceTitan, the *Expiring Memberships* tab on the **Follow Up** screen is used to track membership renewals and sell renewal estimates. Some companies use their own methods for tracking membership renewals. If this applies to your business, you can customize the **Opportunity Status** filter to support whatever process you use for membership renewals. These features will allow you to: - Create a custom **Opportunity Status** for renewal opportunities (for example, "Gold Member Renewal" or "HVAC Maintenance Renewal"). - Make bulk changes to the **Opportunity Status** of renewal opportunities. You can override the **Opportunity Status** set by ServiceTitan. - Filter the *Expiring Memberships* tab using any custom **Opportunity Status** you’ve created. ## --- ### ****Account configuration required**** If you want to customize the **Opportunity Status** filter, account configuration is required. Please contact [Technical Support](https://go.servicetitan.com/#/ask) for details. ## How to create a custom Opportunity Status Once these features are enabled for your account, you’ll see **Custom Follow Up** in your Settings menu (**Custom Follow Up** will be located under Operations). To create a custom **Opportunity Status**, complete the following: 1. Go to **Settings > Custom Follow Up**. 2. Choose the category where you would like to create the custom **Opportunity Status**: *Not Attempted, Unreachable, Contacted, Won,* or *Dismissed*. The category you choose will dictate how these renewal opportunities will appear in KPIs and reporting. ![setting opportunity status](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-customize-the-opportunity-status-filter-for-expiring-memberships-image-6walnfwt.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A47Z&se=2026-11-09T12%3A30%3A47Z&sr=c&sp=r&sig=IlR21iR7IQPJAXLZ2pkTl2vQLWKRGPQ0HXMomzbiCd0%3D) 3. Click **Add Item** next to the desired category. ![List of follow-up opportunity statuses](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-customize-the-opportunity-status-filter-for-expiring-memberships-image-btg6mc4z.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A47Z&se=2026-11-09T12%3A30%3A47Z&sr=c&sp=r&sig=IlR21iR7IQPJAXLZ2pkTl2vQLWKRGPQ0HXMomzbiCd0%3D) 4. Enter the **Name** for the status. Make sure to choose a name everyone can understand (especially if you use a call center). This will be what everyone will see on **Follow Up** screen. 5. Make sure the **Active** toggle ON (when on, the toggle is blue). ![ active toggle for custom follow up](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-customize-the-opportunity-status-filter-for-expiring-memberships-image-y9mblmzq.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A47Z&se=2026-11-09T12%3A30%3A47Z&sr=c&sp=r&sig=IlR21iR7IQPJAXLZ2pkTl2vQLWKRGPQ0HXMomzbiCd0%3D) 6. When you are done, click **Save**. ## How to deactive or reactivate an Opportunity Status **To deactivate an Opportunity Status:** 1. Go to **Settings >** **Custom Follow Up**. 2. Click the name of the **Opportunity Status**. 3. Click the blue **Active** toggle to deactivate (the toggle will turn grey). ![Popup window for creating a new opportunity status with an active toggle switch.](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-customize-the-opportunity-status-filter-for-expiring-memberships-image-r6zofgrd.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A47Z&se=2026-11-09T12%3A30%3A47Z&sr=c&sp=r&sig=IlR21iR7IQPJAXLZ2pkTl2vQLWKRGPQ0HXMomzbiCd0%3D) **To reactivate an Opportunity Status:** 1. Go to **Settings >** **Custom Follow Up**. 2. Click the name of the deactivated **Opportunity Status** (you may need to click **Show/hide inactive**). 3. Click the **Active** toggle (it will turn from grey to blue). 4. Click **Save**. ## How to update the Opportunity Status of renewal opportunities You can change the **Opportunity Status** of any expiring membership (you can also make bulk changes). When you change the **Opportunity Status**, this will override the current **Opportunity Status** of the expiring membership. 1. Go to the *Expiring Memberships* tab. 2. Select expiring memberships as desired. 3. Click **Bulk Edit**. 4. Select **Set Opportunity Status**. ![set opportunity status](https://cdn.document360.io/961862ab-d0f2-4d91-bb62-a62ee8184eff/Images/Documentation/how-to-customize-the-opportunity-status-filter-for-expiring-memberships-image-kgilxftp.png?sv=2026-02-06&spr=https&st=2026-11-09T11%3A30%3A47Z&se=2026-11-09T12%3A30%3A47Z&sr=c&sp=r&sig=IlR21iR7IQPJAXLZ2pkTl2vQLWKRGPQ0HXMomzbiCd0%3D) 5. Choose the new **Opportunity Status**. You may select any custom opportunity status you have created. 6. Click **Apply**. ## How to filter the Expiring Memberships tab using a custom Opportunity Status You will be able to filter the Expiring Memberships tab by any Opportunity Status, including any Opportunity Status you created in **Settings >** **Custom Follow Up**. > **Note**: You may set multiple filters as desired. ## ## Want to learn more? - See [Follow up on expiring memberships](/residential-s-r/docs/follow-up-on-expiring-memberships)