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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.
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.
Status Dropdown - After accepting the call, the system will take you to the caller's Lead card.
- (B) Status dropdown - Click the dropdown menu to access Status options and select Active.
Change Lead Status
- (C) Change Lead Status - Click Confirm.
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 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".
