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Restore a deleted deal in your CRM

Recover deleted deals in your CRM by navigating to the Deals section, using the Actions dropdown to specify the number of deals, and confirming the restoration process.

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·9 steps·91 views·Published

Recover deleted deals in your CRM by navigating to the Deals section, using the Actions dropdown to specify the number of deals, and confirming the restoration process.

Step-by-step Guide9 steps

  1. Click the CRM icon

    This will direct you to the Customer Relationship Management section, where you can manage contacts, sales pipelines, and customer interactions.

    Click the CRM icon
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  2. Click the Deals link

    By clicking on the 'Deals' link, you will access the Deals section in the CRM, where you can view, manage, and track your ongoing and potential deals.

    Click the Deals link
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  3. Click the Actions dropdown

    The Actions dropdown allows you to access various options related to your deals, such as editing, exporting, or viewing additional details.

    Click the Actions dropdown
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  4. Click the Restore records button

    This action will restore any previously deleted records related to your deals, allowing you to recover important data within your CRM.

    Click the Restore records button
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  5. Click here to restore selected deals

    Clicking this option will initiate the restoration process for the selected deals from the deleted items list, allowing you to recover them back to your current deals.

    Click here to restore selected deals
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  6. Click the Restore button

    This action will restore the selected deals from the deleted items list, allowing you to recover and access them within the Deals section.

    Click the Restore button
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  7. Click the textarea to enter deal number

    You will be prompted to input the number of deals you wish to restore in the designated field. Confirm your entry to proceed with the restoration process.

    Click the textarea to enter deal number
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  8. Type the number of Deals to restore

    Enter '1' in the 'Number of Deals to restore' field to specify how many Deals you want to restore. This step confirms the quantity that will be recovered.

    Type the number of Deals to restore
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  9. Click the Restore button

    This action confirms the restoration of the selected Deal. Ensure you have accurately specified the number of Deals to restore in the input field before proceeding.

    Click the Restore button
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