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1.  Reactivate leads in bulk

Posted 11 days ago
Is there a way to reactivate several disqualified leads in bulk? I have a bunch that need to be reactivated, but it's a pain to do that one-by-one.

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Kari Foster
Director of Marketing
Journyx
Austin TX
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2.  RE: Reactivate leads in bulk

Posted 11 days ago
Set up an on-demand workflow that reactivates the Lead.  Then select the ones you want to from the Lead view and run the workflow on all of them.

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Wayne Walton
CRM Practice Lead
eBECS
Atlanta GA
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3.  RE: Reactivate leads in bulk

Posted 11 days ago
Hi Kari,

Depending on how many leads you are wanting to reactivate, the Bulk Workflow Execution in XrmToolBox works well.

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Marcel deLisser
Genbil Software
Portland OR
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4.  RE: Reactivate leads in bulk

Posted 9 days ago
Create a view that shows just the leads you want to reactivate.
Make sure to include the status and status reason columns, export the leads (to Excel Online is the easiest), change both the status columns to active, reimport the leads and you should be good.

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Donal McCarthy
BrightWork
Galway
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5.  RE: Reactivate leads in bulk

Posted 8 days ago
Edited by Phyllis Eriksen 8 days ago
  |   view attached
I agree with everyone's advice.  To sum it all up:

  1. Create an advanced find view to segregate the records  you want to reopen.
  2. Create a workflow that changes the record's status, updates any fields you want to update (use the same logic as used in the advanced find to select the records) and at the same time update the record's status back to inactive, if needed
  3. Ensure your personal settings are set to allow viewing 250 records on a page
  4. Run the same advanced find to select the records to perform the action on
  5. Click the checkmark on 1 record, make note of who the lead is, then run the workflow on that one record.  If all is well...
  6. Click the top check mark to select all of the records remaining on the page
  7. Click run workflow, select the desired workflow, and hit ok.
  8. The record count on your advanced find should count down to zero
  9. Deactivate these kinds of workflows as soon as you don't need to use them.
I've attached a screenshot of the workflow I wrote to reopen our leads.  This logic works for lead, contact, account, order, and quote.  Haven't tried it on anything else, yet.

Cheers,
Phyllis

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Phyllis Eriksen
Manager - Projects and Software Support
Audimation Services, Inc.
Houston TX
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6.  RE: Reactivate leads in bulk

Posted 8 days ago
Thanks, everyone! Great answers, and I appreciate your help!

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Kari Foster
Director of Marketing
Journyx
Austin, TX
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