If a lead is not actively searching—perhaps they are securing financing or working with a longer timeline—putting the lead on a long-term hold will keep it assigned to you, while not requiring the lead to be updated every seven days.
At the bottom of the "Update Status" page for that lead will be an orange bar that says "Long-Term Hold." Clicking this will take you to the "Long-Term Hold" screen.
Once on the "Long-Term Hold" screen:
- Select the amount of time you would like for the lead to be on hold
- Provide additional notes as to why you're putting the lead on hold
- Click the "Long-Term Hold" bar at the bottom of the screen to finalize the hold request
Once on hold, a lead will appear under the "Holding" tab of your dashboard and will automatically be reactivated when the hold period expires.