CRM FAQs

Common questions about how your CRM behaves when you first get started.

Why do I see sample records in a brand-new account?

New accounts come pre-loaded with example contacts, tasks, notes, companies, and tags so you can see how the CRM looks and works before you add your own data.

Will I get sample opportunities and pipelines too?

Only if your account already has a default pipeline set up. Without one, the system skips generating sample opportunities and pipelines, but still provides the other sample records.

Can I edit or delete the sample data?

Yes — sample records behave exactly like real ones. Edit or delete them freely; nothing about them is locked or protected.

How do I tell sample data apart from my real data?

Every sample record is clearly labeled with an (Example) prefix, so you can spot and clean them up easily once you're ready to add your own contacts and records.

Does this apply to accounts that already exist?

No — sample data is only added to newly created accounts.