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Recover what was deleted from the CRM: the Trash

Updated 2026-10-10

In two lines: what you delete in the CRM isn't lost on the spot: for 30 days it waits in CRM > Settings > Trash. From there, the workspace's owner and admins bring it back with Restore.

What goes to the Trash?

Every time someone deletes one of these —from its page, from a list or several at once—, a copy lands in the Trash:

  • Deals, people, companies and prospects, whether they're deleted one at a time or in bulk.
  • Activities: a note, a task, a call, a meeting. A note goes with its replies, and they come back together.
  • Pipelines. A pipeline can only be deleted once it has no deals left, and it comes back with its stages, its lost reasons and its sales rep access. If it was the default pipeline, it comes back without being the default.
  • Custom fields. Deleting a field only hides it: the values it had in each record are never erased, so restoring it brings them back into view.
  • Labels —they go back onto the records that had them—, lists, sequences, products, catalogs and lead sources.
  • WhatsApp templates and calendar events leave a reference-only copy: since deleting them also removes them in Meta or in the calendar, their Restore is disabled. The copy helps you create them again (a new template goes through Meta's review again).
  • What goes with Delete with linkages: a single row with the record and, under its name, how many linked records were deleted with it. Restoring it brings them all back together.
  • The record absorbed when you join two duplicates with Merge: it shows Absorbed in a merge, and its Restore is disabled too (more on why below).

If several records were deleted at once, each one gets its own row: you restore them one by one, just the ones you need.

Not everything goes through the Trash. An email you delete from a timeline is emptied on the spot: its content and attachments are gone for good. Settings like an assignment rule or a territory don't go to the Trash either: deleting them is final, so be sure first. If something you deleted doesn't show up in the Trash, that deletion kept no copy and can't be restored.

How do I restore something?

  • Go to CRM > Settings > Trash. The most recent deletions come first.
  • Find what you need: narrow the list with the All types selector, or search by its name or by who deleted it.
  • Check the row before restoring: Type, Name, Deleted by —and, under the person, where it was deleted from—, When and Expires, the days it has left.
  • Press Restore. The row leaves the Trash and a message confirms it: the record is back in its place, with the same link it had.
Notes don't have a title, so in the Trash they all show up under the same name. To find yours, go by When and Deleted by.

What comes back when I restore?

  • A person goes back into the deals and lists the deletion took them out of and, where they were the primary contact and the deal was left without one, they're the primary again. Their activities and conversations were never deleted, so they show up on their record again.
  • A deal, a company or a prospect comes back with its history: its activities and conversations stayed in the CRM while it was in the Trash, and they reappear on its record.
  • An activity returns to the timelines it was on, with its replies if it's a note. The files attached to a note don't come back: they're deleted along with it.
  • The copy left by a merge isn't restored from here —its Restore is disabled—: the absorbed record still exists, merged into the other one, and the merge itself can't be undone. The copy is a record of what it had at the moment of the merge.
  • Very rarely, another record has taken the original's place in the meantime: then the one you restore comes back as a new record, with the data it had, and the message tells you it was restored with a new id.
Delete with linkages goes deeper than Delete, and Restore doesn't undo all of it. Besides deleting the linked records that depended only on it, it takes the record out of the deals, lists and conversations it shares with others, and erases the history left with no owner —for example, the notes that were only on that person, or the recordings of their calls—. Restore brings back the record and the linked ones deleted with it, but not those links or that history. If you want to be able to undo it completely, use Delete.

What if it can't be restored, or only part of it comes back?

When bringing the record back clashes with what exists today, MB Suite restores nothing and the message tells you what to do first. For example, a WhatsApp lead source comes back tied to its line: if that line is no longer connected, add it again in CRM > Settings > Phones & WhatsApp and then restore the source; if the line already has another active source, pause or delete that one first. And a catalog comes back empty and syncs again with AI, so restoring it requires available AI credits.

If the record comes back but part of what was deleted with it doesn't, the message won't just say it was restored: it tells you how many of its linked records came back (for example, “only 3 of 5 linked records came back”). The row doesn't return to the Trash, so a second Restore can't duplicate the record; if you need what's missing, write to us at support@mb-suite.com.

Who can restore, and for how long?

Only the workspace's owner and admins see the Trash and restore from it; anyone else who opens it finds the section locked. Being CRM Admin isn't enough: what counts is the role in the workspace, the one set in Settings > Members. If someone on your team deletes something by mistake, they ask the owner or an admin to restore it; telling them what it was and roughly when it was deleted makes it quick to find.

Each record stays for 30 days from the moment it was deleted. The Expires column counts them down and turns amber, with a clock, when fewer than 3 are left; after that, the record leaves the Trash and can no longer be restored.

If you only want something out of sight, use Archive instead of deleting it: what's archived never expires and is brought back from its own record. The Trash is only for what was deleted.

Can I erase something for good before the 30 days are up?

Yes, but only the workspace's owner. Next to Restore, the owner sees a red icon, Delete permanently: it erases the copy kept in the Trash —and, on a row left by Delete with linkages, the copies of its linked records too— and asks you to confirm before doing it. It's meant for when the data must not remain anywhere, such as a contact's privacy request; for everything else, let the record expire on its own.

There's no going back: after Delete permanently, the record leaves the Trash and can no longer be restored. How we handle personal data and privacy requests is governed by our Terms and Conditions.

And what was deleted in other modules?

The CRM's Trash is the organization's Trash, filtered to the CRM. At the top right, See the whole organization's trash takes you to Settings > Trash, which gathers what was deleted in the modules that keep a copy. There you narrow the list with All modules and, once you pick a module, with All types. Everything else works the same: the same 30 days, the same people and the same buttons. More in Recover what was deleted: the organization's Trash.

While it's in the Trash, each deleted record is kept as a full copy —your contacts' personal data included—, and only the workspace's owner and admins can get into the Trash; the handling of that data in MB Suite is governed by our Terms and Conditions. Next step: to decide who on your team can delete in the first place, see CRM roles and permissions: what each sales rep can see and do.

Still have questions?

Ask MIA, the MB Suite AI assistant: open it with the MB AI button (⌘J) in the top bar. MIA knows the section you're in, so you can ask it about what you see on screen — and it can also answer how-to questions about using MB Suite.