Reopen a Lead
You can reopen a lead that was previously closed, in case there’s renewed interest or a need to follow up.
Things to Keep in Mind
- Owners and Managers can reopen any closed leads.
- Reopened leads return to the New status.
How to Reopen a Lead
- Go to Leads: Navigate to Leads from your sidebar.
- Open the Lead: Find the closed lead you want to reopen and click to open the Summary view.
- Click Reopen Lead: You will find the option to 'Reopen' at the top of the page.
- Add a Reason: Enter a reason for reopening and confirm the action.
The lead will now return to your Open leads with a status of New.
Need More Help?
Contact our support team.
Related Articles
Qualify a Lead
You can qualify a lead once you’ve reviewed their query and found it to be a good fit for your services. Things to Keep in Mind Owners and Managers can mark any lead as Qualified Qualifying a lead automatically converts it into an Open Deal. As part ...Unqualify a Lead
If a lead doesn’t meet your workspace’s criteria for services, you can mark it as Unqualified to close the loop and keep your pipeline clean. Things to Keep in Mind Owners and Managers can mark any lead as Unqualified Specify why this lead is ...Delete a Lead
Delete a lead to keep your workspace data clean and remove entries that are no longer relevant. Things to Keep in Mind Only Owners and Managers can delete leads. Deleted leads cannot be recovered. How to Delete a Lead Go to Leads: Navigate to Leads ...Add a Note to Lead
Keeping track of leads is important when managing multiple prospects. Notes help you document key updates, next steps, or context, making it easier to stay organised and collaborate. Things to Keep in Mind Access: Owners, Managers, and Support can ...Reassign Leads
If a different team member is better suited to handle a lead, you can easily reassign it to keep things moving forward. Things to Keep in Mind Owners and Managers can reassign leads. Leads can only be reassigned if they are in New or Qualified ...