How to restart the lead cycle? – Spotter V2

Created by Andre Greiner, Modified on Tue, 21 Mar, 2023 at 10:15 AM by Andre Greiner

After a lead is marked as  Sold , you can return it to the beginning of the funnel without the need to discard/retrieve using the  cycle restart functionality. This will help you, if necessary, to make recurring sales on the same lead. By doing this, the lead cycle will be incremented and the new conversions will be considered normally in the metrics. 

 

How to restart the lead cycle 

 

On a sold lead, click the Lead Details ellipses , then  Restart Cycle. 

 



 

 



Giving Permission to a Pre-Salesperson to Start the Cycle 

 

1. On Spotter's side menu, click  Team . 


 



2.  On the selected user, click on (...) and then on  Configure Permissions 


 

3. In the Lead section  , look for  Restart lead cycle  and give permission as needed, clicking  Save  at the end. 



 How to keep previously populated responses in the filter when restarting the lead cycle 

  

1.  On the left side menu, select Settings » Filters (Questionnaires).


 

 


 


2. Next to the filter, click on the  Edit option 

  

3.  Keep the Keep filters response when restarting lead cycle box selected   and then  Save 



IMPORTANT:  When applying the filter again to the lead, it will appear with the answers filled in as in the previous cycle, just changing and/or saving.   


 


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