Records
Everything about company, people, and opportunity records, from pages and links between them to exports and recovery.
Companies, people, and opportunities are the records your pipeline is built from. These articles cover what lives on each record, how records connect, and how to export or recover them.
Articles in Records
- Company records What lives on a company, from owner and domains to the auto-fetched logo and the tabs for people, tasks, and notes.
- People records Contacts with unique emails, phone, job title, and a company link, created standalone or from the account.
- Opportunity records Deals with an amount, close date, and stage, linked to a company and contact, in a list or on the board.
- Restore a deleted record Deleting is reversible. Filter any list to deleted records and restore them; only force delete is final.
- Export your data Download any record type as CSV or Excel. Full lists or selected rows, custom fields included.
- See who changed a record The Activity log tab on a record shows every field change and who made it, and workspace admins get the same history across every record type.