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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.
Status Dropdown
(A)
Status dropdown - Click the dropdown to access status options.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
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 Customer account.Lead's account. Note: The next time this Lead card is opened, the Status will display, "Active".
