How to Restore Deleted Contacts
Within the Contact section of Mastermind, you may delete contacts from time to time for various reasons. Perhaps the information is outdated, they’re no longer a customer, the lead went ‘cold’, etc. You may accidentally delete someone you didn’t mean to delete, and you can restore that deleted contact into the Mastermind. Here’s how:
Step 1: Deleting Contacts
- Within the Contacts section you may check one or more records, click the trashcan icon, and delete the record(s).
- You may also delete an individual from within their Contact Record.
Step 2: Restoring Contacts
There are a few options for restoring contacts - individually or using a bulk action.
Individually Restore Contacts: This is the option for individual contacts you wish to restore one at a time. You may check multiple contacts to restore as well.
- Navigate to Contacts > Restore
- Click to check the box next to the Contact you wish to restore.
- Click the “Restore” button in the top right.
- Click Confirm in the popup window to confirm the restoration.
- Now the contact will be back in your Contacts list.
Bulk Action - Restoring Contacts: This option is used for restoring contacts that were deleted in bulk.
- Navigate to Contacts > Bulk Actions
- Using the Actions menu, click the three dots to open up the menu.
- Click “Restore”
- The Contacts will be added back to your list.
- You will see the Status shown as “Complete” once the process is done.
You can also restore multiple contacts directly from the Restore tab by selecting them.
FAQs
Q: How do I delete contacts in Mastermind?
A: To delete contacts, go to the Contacts section, select one or more records, and click the trashcan icon. Alternatively, you can delete an individual contact directly from their Contact Record.
Q: What if I accidentally delete a contact?
A: If you accidentally delete a contact, you can restore them using the steps below.
Q: How can I restore a deleted contact?
A: You can restore contacts either individually or in bulk.
- Individually:
- Go to Contacts > Restore.
- Check the box next to the contact you want to restore.
- Click the “Restore” button in the top right.
- Confirm the restoration in the popup window.
- In Bulk:
- Navigate to Contacts > Bulk Actions.
- Open the Actions menu by clicking the three dots.
- Select “Restore.”
- The contacts will be added back to your list, and you’ll see the Status as “Completed” when the process is done.
Q: Can I restore multiple contacts at once?
A: Yes, you can restore multiple contacts by selecting them directly from the Restore tab and using the restore option.
Q: How do I know if the restore process was successful?
A: For bulk restores, you will see the Status marked as “Complete” once the process is finished. For individual restores, the contact will reappear in your Contacts list.