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How to Restore Deleted Referral Sources Not Found in Recycle Bin (CRM)

Overview

When a referral source has been deleted and cannot be found in the recycle bin, it must be recreated manually. This guide shows you how to restore your referral source by creating it again.

Before You Begin

Make sure you have the necessary permissions to create referral sources in your account. You'll also want to note the exact name and any specific settings the deleted referral source had.

Steps to Recreate Your Referral Source

  1. Navigate to your referral sources settings in your Dazos account

  2. Click the option to create or add a new referral source

  3. Enter the name of your deleted referral source (e.g., "Google")

  4. Configure any additional settings that were previously applied to this referral source

  5. Save the new referral source

Verification

After creating the referral source, verify that it appears in your referral sources list and is available for use in your campaigns or lead tracking.

Why Items May Not Appear in Recycle Bin

Some deleted items may not be recoverable from the recycle bin due to system limitations or the way the deletion was processed. When this occurs, manual recreation is the only available solution.

Troubleshooting

If you're unable to create a new referral source or need assistance with specific settings that were configured on the deleted item, contact support for additional help.

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