Restore Deleted Pipelines Using Audit Logs for Better Control and Flexibility
In a significant update to our offerings, you now have the ability to restore deleted pipelines, along with all their related stages and opportunities, directly through the Audit Logs page. This enhancement offers improved control, traceability, and recovery flexibility in managing your pipeline data.
What’s New
- Restore Pipelines via Audit Logs
You can now utilize a new “Restore” action within Audit Logs for pipelines that have been deleted. This feature allows you to quickly recover the entire structure and associated data of a pipeline.
- Pipeline Filter in Module Dropdown
For a more streamlined experience, the Module filter in Audit Logs now includes a “Pipeline” option, enabling easier access and quicker filtering of relevant actions.
How It Works
- Navigate to Settings > Audit Logs
- Choose Pipeline from the Module dropdown to filter actions.
Pipeline Filter in Module Dropdown
- Locate and select the entry for a deleted pipeline.
- Access the ellipsis (⋯) menu for the pipeline you wish to restore.
Ellipsis Menu for Pipeline Restoration
- Click on Restore and confirm your action in the pop-up.
Confirm Restoration of Pipeline
Upon confirmation, the pipeline, along with its stages and opportunities, will be successfully restored.
Why It Matters
- Prevents Data Loss: Offers security against accidental deletions by enabling easy recovery of critical pipeline configurations.
- Maintains Oversight: Allows admins to keep track of historical actions and correct mistakes efficiently.
- Enhances Auditability: Builds trust and reliability in managing pipeline lifecycle operations by providing clear recovery options.
For more tips on optimizing your pipeline management and CRM usage, check our other Product Updates.
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