Sample Data in CRM #

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

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 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.