How to Reactivate Closed Leads
Is it feasible to revive a closed lead? Occasionally, previously dormant or closed leads may resurface with renewed potential. The self-serve platform facilitates this with tailored configurations for distinct lead modules.
Dependencies
It's imperative to understand that local configurations can be superseded by broader global settings.
User Guide
- Start by accessing the web app.
- On the navigation bar, select "Self Serve". From the dropdown, opt for "Module Settings".
- Choose the specific lead module you're looking to reactivate.
- Navigate directly to the "Data Import" section.
- Within this section, in "General Settings", click on "Allow reactivation of an existing record" to "Yes".
- Once configured, click "Save" situated at the top right, then finalize these adjustments by releasing them.
Note
Keep in mind that while changes are immediately recorded, they're initially in a draft state. You must release the configuration changes for them to become active. These settings then come into effect either upon the next app login or during its next update.
Post-configuration, log out and subsequently log back into the app. The reactivated lead should now be evident on the leads list, ready to embark on the leads workflow once again. This flexibility ensures that no potential opportunities are missed, and leads are managed effectively across all phases of their journey.
See also
- Lead Lifecycle
- Lead Lifecycle Overview
- How to create a leads module from a template
- How to create lead states
- How to add tags to lead states
- How to create transitions for lead states
- How to configure the state fields for leads
- How to enable or disable lead states
- How to enable or disable lead reassignment
- How to reactivate closed leads
- How to configure lead allocation rules
- How to specify the role permissions for the lead modules
- How to configure the lead reactivation behavior