CRM FAQs

Sample Data in CRM

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

Absolutely, you can modify, personalize, or remove any sample data whenever you like.

 

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 subaccounts receive this sample data?

No, existing subaccounts will remain unchanged. This feature applies only to newly created subaccounts.

 

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.