How to reactivate a lead that has been cancelled in CallPotential

Table of Contents

1. Expand the Accordion View

1. Expand the Accordion View

Click on the "Open" button on the top of the accordion view.

2. Click the Search button

2. Click the Search button

Click the little magnifying glass at the top right corner of the accordion view to initiate a search.

3. Fill out the Search fields

3. Fill out the Search fields

Enter the appropriate Location name, Type (lead or customer), and enter in the customer's name, phone, or unit number. Be sure to check the "Include Inactive" box to show cancelled leads.

4. Open the lead card

4. Open the lead card

Find the lead you are searching for in the list, and then click on the "Cancelled" link under the Status column.

5. Change the Status

5. Change the Status

After the lead card loads up, go to the Status field at the top right corner of the lead card, and click the dropdown menu. Select "Active" off the list.

6. Follow the Prompts

6. Follow the Prompts

Click OK to change the status of this lead to Active.

7. Success!

7. Success!

The lead has been marked as active!

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