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eGO AcademyReal Estate Software How to recover a deleted Opportunity or Lead?

How to recover a deleted Opportunity or Lead?

The eGO user can recover information about deleted Opportunities or Leads.

To do so, take the following steps:

 

How to recover an Opportunity?

 

Go to ‘Oportunities’ tab and click ‘Advanced search’;

 

opportunity1

 

Inside the ‘Advanced search’ menu, on the ‘Stage’ dropdown menu, select ‘Deleted’ and click ‘Search opportunities’.

 

opportunity2

 

All deleted opportunities will be shown.
To recover an opportunity, open it;

 

opportunity3

 

Within the opportunity register click ‘Recover’.
After this, the opportunity will be recovered.

 

opportunity4

 

How to recover a Lead?

 

Go to ‘Leads´ tab and click ‘Advanced search’;

 

opportunity5

 

Inside the ‘Advanced search’ menu, on the ‘Stage’ dropdown menu, select ‘Deleted’ and click ‘Search Leads’;

 

opportunity6

 

All deleted Leads will be shown.
To recover a Lead, open it;

 

opportunity7

 

Within the Lead register, you can promote it again to ‘Opportunity’ or definitely delete it.

 

opportunity8

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