V3 Activate Accounts

To reactivate Accounts with a status of Former Client for Former Lead, use the following steps:

  1. Go to CRM > Accounts.
  2. Filter the list to contain the Accounts you need to reactivate. There is a Common filter for Former clients.
  3. Check the boxes next to the Accounts that need to be reactivated. 
  4. Click Advanced Actions.
  5. Click Activate

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The Status on the Account(s) will be changed to "Client" or "Lead" respectively and will disappear from the current filter view.

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