Knowledge Base

How can I restore data?

YS
Yssel Salas, December 23, 2024

Mistakes happen in sales, whether it’s accidentally deleting an item or rethinking a deletion.

Pipedrive’s ”Restore Data” feature ensures you can quickly recover deleted information, protecting your data and keeping your workflow running smoothly.


Where can I find the restore option?

There are two ways to access the ”Restore data” page:

  • Any list view by clicking ”More” [...] > Restore data

Who can restore items?

Restoring items and viewing deleted data requires specific permissions. These permissions are set by your account admin.

Action
Type of permission
Permission
Restore deals
Deals
Edit deals owned by other users
See other users’ items names
Global features
See the names of items and users they can't access
See other users’ deleted items
Global features
See other users’ data

Learn more about permissions in this article.


Using the ”Restore data” page

The “Restore data” page provides an overview of items deleted in the last 30 days and tools to manage them effectively.

Deleted data management

  1. View deleted item counts
    • See the total number of deleted leads, deals, people, organizations, and activities
  2. Access deleted item lists
    • Click the corresponding entity tab (e.g., leads, deals, etc.) to view a detailed list of deleted items
  3. Review Deleted Item Details
    • View specific information about each deleted item, including:
      • General data: Who deleted the item, when it was deleted, and the source of deletion
      • Entity-specific details:
        • Leads: Title, next activity date, labels, source origin, lead created date, owner
        • Deals: Title, value, pipeline, stage, linked organization, linked contact person, expected close date, next activity date, owner
        • People: Name, labels, organization, email, phone, number of open deals, number of closed deals, next activity date, owner
        • Organizations: Name, labels, address, number of people, number of open deals, number of closed deals, next activity date, owner
        • Activities: Subject, done/undone status, priority, due date, assigned user, linked deal, linked organization, linked contact person
  4. Open deleted Items
    • Click the entity name or title to open a read-only view of the item.

  5. Filter Deleted Items
    • Select deletion type: Specify the type of deletion (optional, the default is All). You can choose from bulk deletion sessions, import sessions, pipelines, or stages.
    • Pick the user who deleted the items: Choose a specific user (optional, the default is All).
    • Define the deletion time period: You can specify the time period of deletion using predefined time ranges or a calendar (optional, the default is All).
    • Clear filters: Reset all selected filters to default.

Note: Deleted leads and activities can’t be opened.

Restore deleted items

On the “Restore data” page, you can:

  • Restore a single item: Click the “Restore“ icon next to the item to recover it


  • Restore multiple items: Select multiple items and click “Restore (items)” to recover them in bulk

What happens after restoring?

Restoring items can impact related entities based on their connections:

Deals

  • Won/lost deals: The won/lost time is restored along with the deal’s original pipeline
  • Deleted pipelines/stages: If you’re an admin and the deal was deleted with its pipeline or stage, those will also be restored
  • Missing pipelines/stages: If the pipeline or stage is no longer available, the deal will be restored without a pipeline/stage

Activities

  • Google Calendar sync: If the activity owner has Google Calendar sync (one-way or two-way), the activity will also be restored in their Google Calendar
  • Outlook Calendar sync: If the owner has Outlook Calendar sync (one-way or two-way), the activity will appear in Outlook with restored notes and guest notifications

Contacts (person or organization)

  • No sync or one-way sync: The contact will be restored only in Pipedrive
  • Two-way sync: The contact will also be restored in the connected contact list
Note: Deleting an item in Pipedrive will delete other items linked to it (e.g., if a deal is deleted, activities linked to that deal will be deleted). Admins can restore deleted items within 30 days after deletion, and the linked items will be restored as well. After 30 days, the items are permanently deleted and can’t be accessed or restored.
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