Backup & Restore
Export contacts to CSV, download complete JSON backups and safely merge or replace data during restoration.
What this feature does
Export contacts to CSV, download complete JSON backups and safely merge or replace data during restoration.
Why it matters
Backup & Restore reduces the gap between a social conversation and the structured business record required for reliable sales, service and reporting.
How to use it
Open the relevant client conversation, select the backup & restore area in BDSocialLead, enter only verified information and save the record.
Recommended workflow
Keep one source of truth, update the record immediately after meaningful customer activity, and use follow-up dates instead of relying on memory.
Practical next step: Open one real customer conversation and apply this workflow before expanding it to the rest of your database.