Sometimes a lead or child that was previously marked as a "Lost Opportunity" or "Withdrawn" needs to be reactivated, for example if a family went to a competitor that was closer to home but a year later that center raised prices and they're considering enrolling with you.
First, find out whether the lead record in your system has any children. Type the lead's name into the search bar:
Leads with Child Records
If there are one or more children under the lead's "Children" section, you have a choice:
- You can change the status of the child.
- You can make a copy of the child's record.
Just changing the status is more simple and straight-forward, but screws up reporting. For example, if the lead was entered into your system two years ago and you enroll them next week, a conversion timing report will show that it took you two years to enroll this child.
Copying the record is a bit more complicated, because there will be two records for one child in your system. But if you copy the record today and enroll the child next week, a conversion timing report will show that it took you 1 week to enroll the child.
Since reporting is the main issue, we recommend simply updating the child's status if your organization doesn't focus on reporting (common for smaller organizations). And we recommend that you make a copy of the record using the "Additional Opportunity" feature if your organization focuses on metrics and reporting (common for larger organizations).
Leads Without Child Records
If there are no children under the lead's "Children" section, follow the process in Reactivating a Lost Opportunity Lead Without Children.