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RETURN TO THE MAIN SUPPORT PAGE


This guide explains how to reactivate a cancelled Lead.

These

The reactivated

Leads are

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. Note: When a Lead is cancelled, the only option is Active. Click here to learn how to find a specific Lead card.

  • (B) Active - Select Active from the dropdown.


Confirm the Lead Status Change & Save the New Status

  • (C) Confirm  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: Once you click Confirm, the Lead will be entered back into the Follow-up workflow.