If you make a mistake when deleting a record, whether it was merged during import or deleted manually, you can restore the record from the Recycle Bin.
To restore records, you first have to select
the record module you want to restore and then select one or all records by clicking on the box to the left of each record. After selecting turkey phone number data the records, click on the restore records icon to bring the records back to CRM.
As a side note, if a record is deleted as a result of merging duplicate records , the previously linked information will not be restored as it will now be connected to the record that was retained during the merge of the two records.
The Recycle Bin is an often overlooked rom commuting to dining out to travel feature that can help you and your team further manage the data in your CRM and easily recover accidentally deleted records.
Take Vtiger for a test drive today
Click here to sign up for a 15-day free trial or try our forever free trial.
Sam owns an e-learning company called DataBridge, which provides online training programs in data science. These courses are suitable for students and corporate employees who want to improve their skills.
Lately, he had seen a drop in enrollment, which worried him. He realized that customers who inquired about the course were not global seo work enrolling. He also discovered that the sales team was not accurately portraying the relevance and benefits of enrolling in the data science program. Moreover, they were unable to provide in-depth information to businesses and invite them to the course.
The sales team told him that they had no literature on the product. In addition, they had no up-to-date information on the procedures performed by DataBridge. Some customers also requested custom courses.
So, what do you think is missing here?
The sales team does not have extensive and complete information about these programs.
What do you think Sam should do?
We think Sam should review the documentation repository he has and whether it meets the needs of his sales team. Essentially, he should have an updated and comprehensive DataBridge knowledge base.
Today, businesses are maintaining a knowledge base for everyone to access information anytime, anywhere. If you had 360-degree information about your organization, would it be easy for your customers, employees, and new employees to understand your business?
How will the knowledge base help Sam?
As we all know, a knowledge base is a digital library that contains help documents about your business, how-to guides, FAQs, user manuals, introductory articles, videos, presentations, etc. With the help of a knowledge base, you can create, organize and share information for both internal (employees) and external (customers) purposes.
What kind of content should Sam have in his knowledge base?