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The purpose of this guide is to explain how to change a 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.
Terms in blue are links to additional information about the described functionality.
Disposition as LeadStatus Dropdown
(A)
Greeting tab - After answering an Unknown call, you will be brought here allowing you to determine what type of call this is.- (B) Disposition - Once determining the caller is a Lead, click Lead to classify the call as such and open a new Lead Card.
Enter Name - Your script my differ from this example as your management may have customized its contents.
- (C) Name - Enter the name of the caller.
- (D) Select Matching Name - Click to select the matching name in the dropdown.
- (E) +more - If you don't see the matching name in the dropdown, click to access additional names.
Merge Lead - Save, Neighbors and Notes are not editable until you complete the merge process.
- (F) Directional Arrows - Use the directional arrows to search for additional Leads if this isn't the correct match.
Merge Confirmation - Save, Neighbors and Notes are not editable until you complete the merge process.
- (G) Confirm - After confirming this is the correct Lead Card, click to merge this previewed Lead Card to the existing Lead Card.
- (H) Merge Cancelled Lead - Click Confirm to finalize the merge process.
Change Status to Active
- (I) Status dropdown - Click to access a list of Lead status options.
- (J) Active - Select Active. After selecting Active, you are able to edit the Lead Card as necessary.
- (K) Save - Click to save changes and close the Lead Card.
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 reactivated.
(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".
