Can I change the name of the Leads section on customer and location records and add follow ups to it directly?

Problem

You can't relabel the Leads section on customer and location records or add follow-ups directly to it.

Solution

The Leads section on customer and location records lists leads you can follow-up with. You can't relabel this section or add follow-ups directly to it. Instead, you can do the following:

1. Create leads from the Call Booking screen: Create leads to follow up with using one of the following workflows. In each workflow, you can attach the lead to a customer or location record, which makes it show up in the Leads section of the record:        

   • Capture a lead from an incoming call

   • Capture a lead from a booking

   • Capture a lead manually

2. Follow up with leads: After you create leads, follow up with them to try to convert them to jobs. You can access leads from Follow Up > Leads or from the Leads section of the customer or location record they're attached to:

   • Use the Follow Up screen to find and view captured leads

   • Convert a lead to a job

For more information on leads in ServiceTitan, see Leads.