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Reopening a closed or lost lead in Funnel
Reopening a closed or lost lead in Funnel

Learn how to use an automation to reopen a closed or lost lead.

Claire Wuoti avatar
Written by Claire Wuoti
Updated over a year ago

A lead may have closed or become lost in your Funnel pipeline, but there are certain scenarios where one of these types of leads will re-apply in the future.

For such scenarios, to reopen the lead, we suggest using an automation to change the lead stage.

1. Custom trigger:

2. Custom condition:

3. Set lead stage:

By using an automation, when an application form is submitted and a particular lead has been in the closed or lost stage in the past, you can now change its intended stage.

If that form is submitted for a lead that has never been in the closed or lost stage, then the automation will end without any further action.

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