CRM FAQs

CRM FAQs

Can I remove or modify the sample data provided in my new subaccount?

Yes, you have complete control over the sample data. You can edit it to match your business, or you can delete it entirely at any time. This data is provided as a starting point and is fully customizable.

What if I don't have a default pipeline set for my location?

If a default sales pipeline has not been configured for your location, the system will not create sample Opportunities or Pipelines. Despite this, you will still receive other types of sample data, including Contacts, Tasks, Notes, Companies, and Tags, to help you explore the system's features.

Will existing subaccounts receive this sample data?

No. The automatic addition of sample data is a feature that only applies to subaccounts created after this feature was enabled. Any subaccounts that existed before this time will remain exactly as they are and will not receive the new sample data.

How do I identify sample data in my CRM?

To make it easy to distinguish sample data from your real business information, every sample record is clearly labeled. Look for the prefix "(Example)" on the names of these records throughout your CRM.