CRM FAQs

Table of Contents

• Sample Data in CRM
  • Can I remove or modify the sample data provided in my new subaccount?
  • What if I don't have a default pipeline set for my location?
  • How do I identify sample data in my CRM?

Sample Data in CRM

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

Absolutely! You have the flexibility to customize, edit, or delete 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, Stack will not create sample Opportunities and Pipelines. However, you'll still receive sample data for Contacts, Tasks, Notes, Companies, and Tags.

How do I identify sample data in my CRM?

All sample data records are clearly marked with the prefix "(Example)" to help you easily distinguish them from your actual data.