How to Update the Exit Type in REsimpli
Step 1: Open a Lead Profile
Go to the Active Leads pipeline and open the lead you want to update.
Step 2: Locate the Exit Type Dropdown
In the upper-left section of the lead profile, find the Exit Type dropdown menu.
Step 3: Select an Exit Type
Choose the appropriate exit strategy for the lead from the dropdown options.
The exit type is used as a reference for the deal and workflow.
Step 4: Move the Lead to Under Contract (Optional)
When moving a lead to the Under Contract status, REsimpli will prompt you again to confirm the final exit type.
Step 5: Save the Changes
Confirm the update to apply the selected exit type to the lead.
Step 6: Contact Support if Needed
Reach out to REsimpli support if you need help managing exit types or lead statuses.