Restore

Created by Ezra Weinstein, Modified on Fri, 07 Oct 2022 at 11:24 AM by Hannah Harris

Restore Contacts

If you delete contacts in your CRM, they are not deleted forever. You have the ability to restore them and bring them back. This is very useful when you accidentally delete contacts.

NOTE:

Depending on your user permissions, you may not have access to all of the components.

No Deleted Contacts

If you are seeing this message, you have no contacts to restore. Please try this guided tour again after you have deleted a contact so we can show you how to restore them!

List of Deleted Contacts

In this table, you will see the list of previously deleted contacts. In this list, you will see the deleted contacts:

Name
Email Address
Phone Number

Make sure to identify the proper contact before restoring them back into your CRM!

Go To Next Page

If you have a very long list of deleted contacts, you can navigate to the next page of the list, or navigate to previous pages by using these buttons.

Select Contact(s)

In order to restore a previously deleted contact(s), you will need to first select the contact you want to restore by clicking the checkbox on the far left side of the list.

Click The "Restore" Button

Next, you will see a green button popup on the right side of the screen that says "Restore".

Confirmation Popup

Once you click the "Restore" button, you will see a confirmation popup. Once you select the "Confirm" button, you will have successfully restored your contact(s)!

Click the "Start Help Guide" button in this section of your CRM to start an interactive, guided tour and learn more about the components found in this section and how to use them!