Well, how embarrassing! :)
The issue was that the upper menu that you highlighted is taking about 15 - 20 seconds to load. I wasn't waiting that long, but was instead going back to the list of leads and looking for the reactivate button there. I assumed there wasn't a menu within the lead that I opened because it was read only. Wow - I need some more coffee!
Thank you so much for each of your replies. I appreciate it!
Karen
------------------------------
Karen Bebow
Information Systems Manager
Powell Fabrication & Mfg LLC
St. Louis MI
------------------------------
Original Message:
Sent: Apr 07, 2022 08:31 AM
From: Rick Jarvis
Subject: This lead is closed. You cannot convert or disqualify a lead that is already closed.
there is an out of the box reactivate button. Perhaps this was removed from your tool bar or constrained by security
Either way, if you reactivate, you may also need to reset the process
------------------------------
Rick Jarvis
Manager, Sales Operations
Kraton Chemical
Jacksonville FL
Original Message:
Sent: Apr 07, 2022 08:17 AM
From: Karen Bebow
Subject: This lead is closed. You cannot convert or disqualify a lead that is already closed.
Hi Donal,
Thank you for the reply! When we select a lead, we do not appear to have the Reactivate Lead option. Attached is what we see.
------------------------------
Karen Bebow
Information Systems Manager
Powell Fabrication & Mfg LLC
St. Louis MI
Original Message:
Sent: Apr 07, 2022 02:32 AM
From: Donal McCarthy
Subject: This lead is closed. You cannot convert or disqualify a lead that is already closed.
Sure, reactive the lead and you should be able to qualify it.
------------------------------
Donal McCarthy
BrightWork 365 Solution Architect
BrightWork
Galway
Original Message:
Sent: Apr 06, 2022 11:33 AM
From: Karen Bebow
Subject: This lead is closed. You cannot convert or disqualify a lead that is already closed.
Is there anything we can do to be able to qualify a lead that was disqualified?
Thank you!
------------------------------
Karen Bebow
Information Systems Manager
Powell Fabrication & Mfg LLC
St. Louis MI
------------------------------