Step-by-Step Guide: Restoring Deleted Contacts

Modified on: Mon, 29 Jul, 2024 at 9:31 AM

Restore one or multiple contacts in the platform in one go.


Currently, we permanently delete contacts in HIPAA-compliant locations.


TABLE OF CONTENTS


Restoring a Single Contact

Step 1: Click on Contacts


Click on Contacts


Step 2: Click on Restore in the tabs on the top


Step 3: Click on Restore on the right of any of these contacts on the top right and this modal will appear.


Step 4: Click on Confirm

This will restore the contact(s): 

  • Opportunities
  • Notes
  • Tasks
  • Appointments
  • Conversations
  • Campaigns/Workflows


Restoring Multiple Contacts

Step 1: Select multiple contacts and restore all of them in one go:


Restoring from a Bulk Delete


Step 1: Go to the Bulk Delete operation under Bulk Actions > Click on the 3 dots and click on Restore



Step 2: Restore begins and you can check the updated restore action and it's stats on the bulk actions page





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