- You'll need CRM Admin rights in order to follow the steps in this article
From the Admin Portal, you are able to restore any record which has been recently deleted in the CRM. If you restore a record which had child records underneath it then these will also be restored.
Step 1: Go to the Admin Portal
From within the CRM you need to click on the applications button in the top left of the screen and then select the 'Admin' option.
Step 2: Navigate to Data Management in Admin
This will then take you to the Admin Portal. From here select 'Data Management' from the tab on the left and then 'Recycle Bin' as shown below.
Step 3: Restore a Record
It is then simply a case of selecting the type of record which you want to restore, this will then show all records which have been recently deleted of that type.
If there are several records shown you can use the search functionality to narrow down the record types and locate the specific one required.
Once located, just click on 'Restore'