V3 Activate Accounts

To reactivate Accounts with a status of Former Client or Former Lead, follow these steps:

  1. Go to CRM > Accounts.
  2. Filter the list to contain the Accounts you need to reactivate.
    Note: There is a Common filter for Former Clients.

  3. Check the box next to the Account(s) that need to be reactivated. 
  4. Click Advanced Actions.
  5. Click Activate


The Status on the Account will update to "Client" or "Lead" respectively and they will disappear from the current filter view.

You can view the Help Center for additional information regarding V3 Accounts, including how to Cancel or Delete an Account.

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