Backup
Backup creates a copy of all deals and contacts for each selected database.
- The date of the backup is displayed in the column "BackedUp"
- Backup overwrites any previous backup
- Backups are initiated manually - they are not done automatically
Anyone with a connection to a database can perform a backup.
Restore
Restore copies backup deals and contacts into the current database. This erases any current deals and contacts in a database and replaces them with the deals and contacts from the backup.
Anyone with a connection to a database can restore a backup.
Clear
Clear on the Backup page empties the deal and contacts from the database backup.
- The current deals and contacts in the database are not affected when clearing the backup.
Suggestions for protecting your deals and contacts
- Backup databases via My @Cloud frequently.
- Backup a database prior to uploading the latest version of the database from your personal computer - i.e. backup the "old" database and then upload the newer database.
- Use Desktop Sales Office's Save As function for saving copies of your pipelines on your personal computer. For example, keep weekly copies like:
- mydeals_2010_11_10.pipeline,
- mydeals_2010_11_17.pipeline,
- mydeals_2010_11_24.pipeline, etc....
