Undo a change, and deleted leads

Tapped the wrong thing? Most changes in LeadCRM can be undone straight away, so you can work fast without worrying.

The Undo button

After many changes, a message appears with an Undo button: at the top of the screen on a phone, at the bottom right on a computer. It stays for 10 seconds, and waits while your finger or mouse is on it. Tap Undo to put things back as they were. You get it after you:

• move a lead to another stage, or mark it won or lost
• mark a follow-up done, snooze it, move it or clear it
• give a lead to someone else, or tap Assign to me
• change many leads at once from the Leads list
• delete a lead

Once the message has gone, make the change back by hand, for example move the lead back to its old stage.

Undoing Won or Lost puts back the old stage, the follow-up and the lost reason, as they were before.

Deleted leads

Only owners and admins can delete leads. LeadCRM asks you to confirm first. A deleted lead disappears from every screen, but it is kept, with its history and files, for 30 days. After 30 days it is removed for good.

• Straight after deleting, tap Undo on the message to bring the lead back.
• Later, open the Recently deleted page: go to Leads, tap Import / Export (on a phone, the download icon at the top), then Recently deleted. You can also open it from Settings → Business with See deleted leads.
• Each deleted lead shows its phone number, when it was deleted and by whom, and how many days are left. Tap Restore to bring it back with its history and files.

Deleting a note, call note or WhatsApp entry from a lead's history can't be undone. LeadCRM asks before it deletes.