How to Reactivate a Lead in CRM

Overview:

Once a lead is disqualified, it becomes inactive. If a new opportunity arises, the lead must be reactivated and requalified before proceeding.

This article provides the steps on how to reactivate a lead in CRM.

Process:

1. Go to My Apps and open Okta.  

2. In Okta, search for Xvantage for Associates and open it.  

3. Within X4A, hover over the left navigation menu and click Sales.

4. Select CRM from the Sales sub-menu.

5. In the CRM sidebar menu, navigate to Sales and select Leads.

6. By default, the My Open Leads will display.

7. Click My Open Leads and select Closed Leads to switch your view and to display all closed leads.

8. Locate the specific lead by using using either the Filter by keyword bar or you may also use the filter by on each category.

9. Click the name of the lead you want to reactivate from the list to open its details.

10. Click Reactivate Lead located at the command bar. If this is not showing, click the ellipsis icon (⋮) and select Reactivate Lead.

11. The lead status will return to Open once the reactivation is successfully completed.