To do this:
- Mark the Lead as ‘Lost’ in your pipeline. Select the Loss Date (you can always back date this) and the Reason for Loss – ‘Move Back to Prospect’.
- Set a Task for the relevant person to follow up with the customer. Select when you’d like them to follow up with them and a note of what to do.
- Select Confirm. The lead will be moved back to prospect.
Thank you for watching our how-to video on How To Move a Lead Back to Prospect, for more information and access to our free trial please visit our website https://businesspilot.co.uk
