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.
Status Dropdown
(A) Status - Along the top informational ribbon in the Lead card, click the dropdown to access your available options. Note: When a Lead is cancelled, the only option is Active. 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 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 activatedreactivated.
(D) Save - Click to apply the status change to the Lead's account. Note: Once you click ConfirmThe next time this Lead card is opened, the Lead will be entered back into the Follow-up workflow.
Status will display, "Active".
