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RETURN TO THE MAIN SUPPORT PAGE

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. 

CallPop - The cancelled Lead information will be saved in the system and appear in the CallPop.

  • (A) Accept Call - If connected via computer, click the green accept icon.  If connected via a phone option, simply pick up your phone.
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Status Dropdown

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.

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Confirm the Status Change & Save It

  • (C) 

    Name - Enter the name of the caller. 

    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)

    Select Matching Name

     Save - 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. 
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Change Lead Status

  • (F) Directional Arrows - Use the directional arrows to search for additional Leads if this isn't the correct match.
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  • apply the status change to the Lead's account. Note: The next time this Lead card is opened, the Status will display, "Active".

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