How do I allow reps to reopen leads, i.e. move the leads object from disqualified back to open

Smart CRM & Sales Hub Tips, Tricks & Best Practices
,
1

I can do it as an admin, but they can’t. The problem with opening another lead is that the other lead’s history is lost.

2

Hi @SRodriguez69,

I haven’t checked this but if you’re experiencing this, that seems to be the case, yes. For now, they would have to reach out to you to reopen leads, and I think there’s a silver lining here: that means it’s a somewhat controlled process.

There are occasions when it makes sense to create a new lead as opposed to reopening a previously disqualified one. For example, if a lead was disqualified because of bad timing, I would never reopen that. I would want that disqualified lead show up in my reporting, with the label of bad timing, otherwise it looks as if that disqualification because of bad timing has never occurred. Even if that means that the lead history is lost – activities are still accessible on the associated company or contact record.

In other words, I would consider leads as attempts, not as something that is brought back to life again and again.

In any case, if you want this to be a feature for non-super-admins, I recommend posting this as a request in the HubSpot Ideas section of the community: https://community.hubspot.com/t5/HubSpot-Ideas/idb-p/HubSpot_Ideas

The product team reviews these requests based on their popularity and the prospecting / sales workspace is still young.

Best regards

3

Thank you, Karsten.