Sample data
A test team and leads to see the CRM working without touching your real data.
In Settings → Workspace you can load sample data: a team, leads, bookings, sales and reports to walk through every screen.
- Sample data is flagged as such and removed from the same screen, without touching real data.
- The sample team never receives real leads: automatic routing ignores it.
- Sample leads come with their triage done and trigger no integrations.