Senior Living Communities

Reactivating CRM Accounts 

In your Accounts list for CRM, you can reactivate an account to use in your CRM system.

  2. Click the Account name.

  3. Click Reactivate Account.

  • Reactivating an account makes the account available to be selected when creating a Lead.

  • Inactivate accounts are not available to be selected when creating a Lead.

  • Only CRM Accounts can be inactivated. The account is not inactivated in External Facilities.

  • Your Accounts list populates from the External Facilities Listing and vice versa.