Versions Compared

Old Version 60

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

compared with

New Version 61

changes.mady.by.user Patrick Hauser (Unlicensed)

Saved on

Key

  • This line was added.
  • This line was removed.
  • Formatting was changed.


RETURN TO THE MAIN SUPPORT PAGE


The purpose of this guide is to explain how to

reactivate

change a

cancelled

Lead's status from Cancelled to Active. The reactivated Lead is then automatically placed back into the Follow-up workflow.

Note

Italicized terms represent clickable icons on the specific screen being discussed.

Status Dropdown

  • (A) Status - Along the top informational ribbon in the Lead card, click the dropdown to access your available options. Click here to learn how to find a specific Lead card.

  • (B) Active - Select Active from the dropdown. Note: When a Lead has a Cancelled status, the only option is Active.


Confirm the Status Change & Save It

  • (C) Confirm - Click to change the Lead's status to Active and close the popup window. Note: A note will be added to the record indicating that the Lead has been re-activated.

  • (D) Save - Click to apply the status change to the Lead's account. Note: The next time this Lead card is opened, the Status will display, "Active".