If a contact, company, or deal isn’t showing up in your workspace, it’s often just a visibility or filter issue, not a lost record.
Start with these quick checks
Make sure you’re in the right section; People, Companies, or Deals.
Use the Search bar at the top of the sidebar to look for the record by name, email, or company.
Check if a filter is turned on. Filters can hide records based on conditions like status or owner.
Refresh your page; sometimes new data (like imported records or form submissions) takes a moment to appear.
If the record is still missing
Check if it was deleted or merged with another record.
If it came from a form or import, make sure the import was completed successfully.
If a teammate added it, confirm that it’s shared with your workspace and not private.
Tip: Refreshing the page after a form submission or CSV import often fixes visibility issues immediately.
Up next: Learn how to fix issues when a form isn’t saving or publishing properly.
