This guide explains how to reactivate a cancelled Lead. These reactivated Leads are then automatically placed back into the Follow-up workflow.
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Status Dropdown
- After accepting the call, the system will take you directly to the caller's Lead card.(A) Status dropdown - Click the - Along the top informational ribbon in the Lead card, click the dropdown to access status optionsyour available options. Note: When a Lead is cancelled, the only option is Active. Click here to learn how to find a specific Lead card.
(B) Update Status Active - Select Select Active from from the dropdown.
Confirm & Save the New Status
(C) Change Lead Status - Click Confirm in the Change Lead Status window. Confirm - Click to change the Lead's status to Active and close the popup window. Note: A note will be added to the record indicated that is has been activated.
(D) Save - Click to apply the status change to the Customer account. Note: Once you click Confirm, the Lead will be entered back into the Follow-up workflow.
