Changing to a previous program status

[Anonymous]

Hi -

I understand that we are not able to change leads to a previous program status, but I am wondering if there is any way to work around that.

The situation is, I was given an incorrect list and ran it through the program.  Those people are now at a more advanced stage of our Trade Show channel, but they shouldn't be.

What can I do to rectify this?

Thank you!
Jennifer

[Kenny_Elkington · Accepted solution]

Hi Jennifer,

You'll need to set the program status of the records in question first to 'Not in Program' and then advance them to the desired stage.  Make sure that you keep a static list of the records, and can keep track of where they need to be.

[Anonymous]

Thanks, Kenny - that worked!

I see now, though, that this error triggered an Interesting Moment, which I need to undo.  Is there a way to remove that?

Also, where can I see the Program Status for the lead?  When I open a lead that should have been affected by all this, I can't find it.  There is something that is called "Status," but it just says "Open," which is not a step in our Channel.