Pipelines contain a lot of important information, so losing one can be a hassle, to say the least. However, don’t panic if you deleted a pipeline by accident. Follow these steps to restore it, including all its associated stages and opportunities.
Retrieving a Pipeline #
First, navigate to the Audit Logs section inside your Settings. In there, select Pipeline from the Module dropdown.
Locate the deleted pipeline entry, and click the view icon next to it.
Select Restore.
Confirm in the modal by clicking the orange button.
The pipeline will be restored along with its stages and opportunities.
This will help you prevent the loss of critical pipeline configurations due to accidental deletion and recover from mistakes. Simultaneously, it improves auditability and trust when managing pipeline lifecycle operations while increasing admins’ oversight over historical actions.
Frequently Asked Questions #
Where do I go to restore a deleted pipeline? #
Navigate to the Audit Logs section inside your Settings, then select Pipeline from the Module dropdown to find the deleted entry.
How do I restore the pipeline once I find it? #
Click the view icon next to the deleted pipeline entry, select Restore, and confirm in the modal by clicking the orange button.
Does restoring a pipeline bring back its stages and opportunities? #
Yes. When you restore a pipeline, it is recovered along with all its associated stages and opportunities.
Why would I use this feature? #
It lets you recover from accidental deletions, preventing the loss of critical pipeline configurations and saving you from rebuilding everything manually.
Who can restore a deleted pipeline? #
Because the process runs through Audit Logs, which are admin-only, account administrators with access to Audit Logs can perform the restore.
How does this improve oversight? #
Restoring through Audit Logs improves auditability and trust by keeping pipeline lifecycle operations traceable and giving admins clear oversight of historical actions.