How to Reopen or Requalify Previously Disqualified Leads

Overview
Sometimes market conditions change—revisit and requalify leads you’ve disqualified by resetting their status back to active.

Steps

1. Filter your lead list by Status = Disqualified.

2. Find the lead you want to reengage and click View.

3. Click Status → Change Status and select the appropriate active status (e.g., New or Contacted).

4. Optionally update qualification fields (budget, timeline).

5. Click Save; the lead moves back into your active pipeline.

Tips

• Tag requalified leads (e.g. “Re‑Engage”) so you can track second‑round conversions separately.

• Schedule a follow‑up task immediately after reopening to avoid letting it slip again.

• Review your lost‑reason data first—focus on the leads who fell for superficial reasons (e.g. timing).