If an Aptlet Card is created by mistake, or a lead is created by an incorrect call or email, teams have the ability to delete a card. Separate from archiving, deleting a card will remove it from reports.
In this article, you'll learn:
- How to delete a card
- Implications of deleting a card
- How to restore a card
1. Section Title
- Select a single or multiple card(s)
- Click the Recycle Bin icon
2. Implications of deleting a card
- Cards will remain in the recycling bin for a total of 30 days
- Deleted cards will be removed from Aptlet report data
3. How to restore a card
If you need to restore a card you can re-open the card within the 30 days
- Select (+) Filter on the top left
- Under Quick Views, click on Recycle Bin (all delete cards will be shown)
- Select a single or multiple card(s)
- Click the Re-Open ↩️ icon
