CRM

SHinojosa3
Contributor

View Record Deletion History

SOLVE

Hi,

 

Is there a way to see if a deal has been deleted and then restored?

Maybe like a history of activity that includes when it was deleted and restored.

1 Accepted solution
elizheleva
Solution
Guide | Platinum Partner
Guide | Platinum Partner

View Record Deletion History

SOLVE

Hi @SHinojosa3 ,

 

If you go to the Contact or Company that's associated with the potential deal, click on the Actions and then "View association history".

elizheleva_1-1680962644854.png

 

From the dropdown that you will see, choose "Deals" and the system will show you if there was a deal linked to that Contact/Company that was deleted and if one was created.

elizheleva_2-1680962690165.png

 

 

Depending on the reason why you want to see this, e.g. is it a one-off or a report, you can also go into the Deals "Restore records" section. If within the association history you've identified that a deal was removed within the last 90 days, you can see who has deleted it and you can restore it to see the values, if you want. If the deal was deleted more than 90 days ago though, you won't be able to restore it. You will only be able to see that it was removed int he association history section.

 

I hope that helps,
Eli


Eli Zheleva
Chief Problem solver @ uspeh | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

Did my post help answer your query? Help the community by marking it as a solution.



View solution in original post

3 Replies 3
DIdeas9
HubSpot Employee
HubSpot Employee

View Record Deletion History

SOLVE

Is this option available as well for calls? I need to restore a call log but it doesn't show me the option

0 Upvotes
SHinojosa3
Contributor

View Record Deletion History

SOLVE

Thank you. This is excactly what I needed. I am mainly looking to use this in one-off instances.

 

elizheleva
Solution
Guide | Platinum Partner
Guide | Platinum Partner

View Record Deletion History

SOLVE

Hi @SHinojosa3 ,

 

If you go to the Contact or Company that's associated with the potential deal, click on the Actions and then "View association history".

elizheleva_1-1680962644854.png

 

From the dropdown that you will see, choose "Deals" and the system will show you if there was a deal linked to that Contact/Company that was deleted and if one was created.

elizheleva_2-1680962690165.png

 

 

Depending on the reason why you want to see this, e.g. is it a one-off or a report, you can also go into the Deals "Restore records" section. If within the association history you've identified that a deal was removed within the last 90 days, you can see who has deleted it and you can restore it to see the values, if you want. If the deal was deleted more than 90 days ago though, you won't be able to restore it. You will only be able to see that it was removed int he association history section.

 

I hope that helps,
Eli


Eli Zheleva
Chief Problem solver @ uspeh | Hubspot Trainer | Hubspot Partner | Community Champion
Still need help? Book a free call with me

Did my post help answer your query? Help the community by marking it as a solution.