Hi everyone,
I am looking for a way to allow my reps to reopen leads, specifically to move them from the “Disqualified” status back to “Open.” As an admin, I can do this, but my reps don’t have the option.
The challenge is that if they create a new lead instead, the history of the original lead is lost, which isn’t ideal.
Has anyone found a solution for this? How can I give reps the ability to reopen leads without losing valuable lead history?
I have appreciate any suggestions or guidance!
Regards
Darshan Hiranandani
Hello Darshan Hiranandani, my name is Megha.
To allow your reps to reopen leads without losing valuable history, you can adjust user permissions or modify the lead lifecycle settings in your CRM system. Many CRMs allow admins to set permissions for specific roles, granting reps the ability to change the status of leads, including moving them from “Disqualified” to “Open.” This way, the lead’s original history and details remain intact. If the CRM doesn’t offer this feature by default, you might consider using custom workflows, automation, or utilizing a status change function to retain lead history while allowing reps to reopen them.