How to Restore a Deleted Lead/Case Record Follow
If you are searching for a lead/case record but cannot find it in the Inbox, it is very likely that the record may have been deleted. This article is here to guide you on how to search for deleted records and undelete them.
Using the main navigation menu located on the left-hand side of the screen, go to "Inbox".
Next, click the "Filters" button located in the upper right-hand side of the Inbox screen.
Use the "Record Type" option to filter by "Deleted". Be sure to click the "Apply" button at the bottom of the Filters menu in order to apply the filter.
The Inbox screen will reload and display all of the records that have been deleted. Select any record(s) that you want to restore by clicking the checkbox located to the left of the lead/case. Feel free to use the search bar to look for any records that may not appear right away.
After selecting the records that you want to restore, click on the 3 dots next to any selected record, and then click the "Undelete" option.
💡 You can also restore a record by opening the lead/case, and then using the Action Menu to select the "Undelete" option.
If you need further assistance with your CRM system, please reach out to the support team.
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