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


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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