Manage Deleted Records in the Recycle Bin

    Restore records deleted from your Pipeline CRM account, or delete them for good. Deleted records stay in the Recycle Bin for 30 days, then they're deleted automatically.

    Open the Recycle Bin

    1. Click your profile icon in the top-right corner.
    2. Select Recycle Bin.

    Each deleted record shows its Record Name, Record Type, Owner, Date Deleted, and Deleted By. The newest deletions are listed first. Click a record's name to open its profile in read-only mode.

    Restore or delete one record

    1. Click the ⋮ menu in the Actions column next to the record.
    2. Select Restore record or Permanently delete record.

    A restored record goes back to where it was, and its activity log shows who restored it and when.

    Restore or delete several records

    1. Check the box next to each record you want. To select every record on the page, check the box in the header row.
    2. In the bar at the bottom of the screen, click Restore records or Permanently delete records.
    3. Confirm when prompted.

    The bar shows how many records you've selected. Click X in the bar to clear your selection.

    A permanently deleted record can't be recovered.

    Who can restore records

    You can restore a record only if you had access to the original. Access follows your team's visibility settings.

    Need help? Contact support at customercare@pipelinecrm.com.