How to Access the Recycle Bin

1. Click your My Profile in the top right corner of the screen.
2. Select the Recycle Bin from the dropdown menu.
   

What You’ll See

• Deleted records listed by:
  • Record type
  • Date deleted
  • The user who deleted the record
  • Record owner

Actions in the Recycle Bin

• Restore a deleted record
  • Click Restore next to the record you want to recover.
  • Restored records will reappear in your CRM, and an activity log will show who restored it and when.
• Permanently delete a record
  • Click 'Delete Permanently' to remove a record permanently.
  • ⚠️ Once deleted, it cannot be recovered.
• View record profile
  • Click to view the record in read-only mode.
• Bulk actions
  • Select multiple records to restore or delete at once.
  • You’ll see a warning message showing the total number of records affected.
    

Time Limits

Permissions & Visibility

• User permissions
  • Only users with write access to the original record can restore it.
  • Permissions follow your team’s visibility settings.