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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. 

Status Dropdown

- After accepting the call, the system will take you directly to the caller's Lead card.

  • (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)

     Update Status 

     Active - Select

     

    Active

     

    from the dropdown.

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Confirm New Status

  •  Note: When a Lead has a Cancelled status, the only option is Active.

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Confirm the Status Change & Save It

  • (C)

     Change Lead Status

     Confirm -

     

    Click

    Confirm in

    to change the

    Change Lead Status window. 

    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.
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  • Lead's account. Note: The next time this Lead card is opened, the Status will display, "Active".

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