CRM FAQs
TABLE OF CONTENTSSample Data in CRMCan I remove or modify the sample data provided in my new account?What if I don't have a default pipeline set for my location?Will existing…
Sample Data in CRMCan I remove or modify the sample data provided in my new account? Yes, you can easily customize, edit, or delete any sample data at any time. What if I don't have a default pipeline set for my location? If your location doesn't have a default pipeline, sample Opportunities and Pipelines won't be created.
However, you'll still receive sample data for Contacts, Tasks, Notes, Companies, and Tags. Will existing accounts receive this sample data? No, existing accounts will remain unchanged. This feature applies only to newly created accounts.
How do I identify sample data in my CRM? All sample data records are clearly prefixed with "(Example)" to differentiate them from your actual data.
Can't find what you need? Log in and use the in-app chat, or talk to our team.