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Help Page: Help Page: Restore Lead from Deal, Accounts, or Contacts Extension

Welcome to the Help Center for the Restore Lead from Deal, Accounts, or Contacts extension in Zoho CRM. This page provides quick answers, troubleshooting guidance, and essential information to help you use the extension effectively.

✅ Overview

This extension allows you to instantly restore previously converted or archived leads from within the Deals, Accounts, or Contacts modules. With a single click, you can bring back lead records without manual recreation.

📌 Key Features

  • Restore leads directly from Deals, Accounts, or Contacts
  • Simple pop‑up interface for selecting a lead
  • Seamless restoration with all details retained
  • Fast and user‑friendly

🚀 How to Use the Extension

1. Navigate to a Module

Go to the Deals, Accounts, or Contacts module in Zoho CRM.

2. Click on “Restore Lead”

A new button labeled Restore Lead will appear once the extension is installed.

3. Select and Restore

A pop‑up will display leads available for restoration.

Choose the lead you want.

Click Restore.

4. Success Confirmation

You will receive a message confirming that the lead has been successfully restored.

5. Verify in Leads Module

Head over to the Leads module to ensure the restored lead is present with complete details.

🛠 Troubleshooting

🔹 “Restore Lead” button not visible

Ensure the extension was installed successfully.

Check if your profile has permission to use extensions.

Refresh your browser or re-login to Zoho CRM.

🔹 Leads not appearing in the pop-up

Confirm that the lead was previously converted.

Ensure that the lead was linked to the module you're restoring from.

🔹 Lead not restored successfully

Try again after refreshing the page.

Verify CRM permissions for creating leads.

Contact support if issue persists.

📘 Best Practices

Maintain regular backups of CRM data.

Assign extension installation rights only to admins.

Avoid deleting converted leads manually to preserve restore history.

💬 Support

If you require assistance, feel free to contact your CRM administrator or Zoho support.

For extension-related help, reach out to your implementation partner.