Once a program is active, certain selections cannot be changed (for example, you cannot remove an Audience). However, you can add to or update an active program at any time.
Edit an active program
Select the program you want to edit
Tip: Programs are sorted chronologically by start date. You can click on a different column header to sort by another category.
2. Click the “Edit” button at the top of the list
To change the name of the program, click on the pencil icon in the bottom left of the builder. Click the checkmark icon to save your changes.
3. The programs builder will reopen to the Audience page.
Tip: When a program is active, you can add Audiences, but you cannot remove any that are already associated with the program.
4. Workflow page
From this page you can add more lead statuses to this program but you cannot edit or remove existing lead statuses.
5. Assignments page
From this page you can:
-Add new account reps to the program based on the logic you have set up, the rep will receive a task with their list of leads.
-Remove an account rep from the program. In this case, this account rep’s leads will be unassigned and redistributed according to the assignment logic you have set up. The leads will keep their current lead status.
Tip: Any changes to the “Assign Leads” page will affect the program going forward. Account reps will not lose the leads they’ve already been assigned.
-Edit the leads quota for any account rep. From this point forward, the rep’s leads will refill up to this new number.
Tip: If you want an account rep to be finished with the program, change their quota number to 0 so they will not receive any new leads.
-Check or uncheck the “only honor existing relationships” option. From this point forward, the automatic assignment will follow this selection.
Tip: If you want to make sure that every single fan is being followed up with, and you no longer care about holding leads in reserve for their own account reps, you can uncheck this box.