🛜 Reactivating a Lead
🎥 Watch the Video
1. Access the Contact's Disposition Section 0:00
Locate the lead that was a no-show or where an appointment could not be finalized.
Navigate to the Disposition section of the contact's profile
2. Perform Dispo Reset 0:11
Select the option for Dispo Reset.
This action will remove any existing tags or opportunities associated with the lead.
3. Reactivate the Lead 0:35
The Dispo Reset will reactivate the lead, allowing your automation system to function again.
4. Reset Follow Up 0:45
Go to the follow-up section and perform a follow-up reset.
Hit save to ensure a clean slate for the lead.
5. Wait for Automation to Process 1:03
Allow 30 seconds to 1 minute for the system to process the resets.
6. Select Appropriate Follow Up 1:11
After waiting, return to the follow-up section.
Choose a follow-up option that fits the lead's situation:
Was the lead interested but not ready?
Was it a cold lead with no interest?
7. Save the Follow Up Selection 1:41
After making your selection, hit save.
The lead is now reactivated and will be followed up with according to the new settings.