Reactivation Eligibility

Prev Next

Reactivation eligibility determines when a dormant Lead or Contact can begin a new sales journey, creating a fresh Activation Engagement to track new attribution and progression data.

For a refresher, see the Activations vs. Influencing Engagements article.

Why it matters

Proper reactivation eligibility ensures:

  • Opportunity attribution uses recent, relevant interactions

  • Dormant prospects can be tracked through multiple sales journeys

  • Accurate "lead" counting in reports (counting Activations, not Lead records)

How it works

When a Lead/Contact completes a sales journey (Sales Journey Completion Date gets a value), their next Engagement will be created as an Activation.

Diagram illustrating Lead/Contact Records and Engagement Records with activation details.


Sales Journey Completion

To manage reactivation eligibility and report on the conclusion of each sales process, the system tracks when sales journeys end using two key fields:

  • Sales Journey Completion Date: When the process ended

  • Sales Journey Outcome: How it ended (e.g., Disqualified/No Response Lead, Won/Lost Opportunity, etc.)

Sales journeys are completed in two ways:

  • Lead, Contact, or Opportunity Dispositioning

    • When records reach configurable terminal states:

      • Lead/Contact: Status = Disqualified, No Response, etc.

      • Opportunity: Closed Won or Lost

    • Note: Once an Activation links to an Opportunity, only the Opportunity controls when the Activation completes

  • Lead or Contact Dormancy

    • To prevent stalled sales processes (i.e., when a rep doesn’t update a Lead/Contact before moving on), the system auto-completes inactive Activations after a configurable period (default: 90 days)

    • Requirements:

      • No new Engagements during the period

      • No Stage Date updates during the period

      • Not associated with an Opportunity

This is configured in the Admin Console in the Integrous Analytics App in Salesforce. See the related Sales Journey Completion article.

Sales Journey Completion Logic:

Flowchart illustrating lead reactivation eligibility and sales journey completion outcomes.


Related Articles: