Move this lead to the Cold Calling CRM? It will leave HDB Leads (full history is kept) and the cold team will re-engage it. It returns here automatically if it qualifies again.
Can’t find the client?
Enter the client’s serial number. We’ll look it up in the Incoming Leads registry and let you add them to the HDB CRM.
Correct Serial Number
This lead is currently serial #—. Enter the correct serial number to use. The lead's serial (and all its history) is changed to it across every CRM. If another card already uses that number, the two are merged and the old duplicate is hidden.