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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
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Status Dropdown
(A) Status dropdown - Click the - Along the top informational ribbon in the Lead card, click the dropdown to access status your available options. Click here to learn how to find a specific Lead card.
(B) Update Status Active - Select Select Active from from the dropdown.
Note: When a Lead has a Cancelled status, the only option is Active.
Confirm the Status Change & Save It
(C) Change Lead Status - Click Confirm in the Change Lead Status window. 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 Customer account.
Lead's account. Note: The next time this Lead card is opened, the Status will display, "Active".
