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Frequently Asked Questions aero-right Records aero-right What is demo data and how do I remove it from my account?

What is demo data and how do I remove it from my account?

Records Updated on September 19, 2018

Demo data are default records stored in your Benchmark CRM account. The functionality of the Contact, Leads and Opportunities records help you have an immediate view of how your records will show up the moment you begin adding your own.   

To delete the demo data from your CRM account, follow the steps below:

  1. Log into your Benchmark CRM account.
  2. Click on the User Dropdown located in the header.
  3. Select Delete Demo data.

The data will be removed immediately. Keep in mind these records can not be recovered.

Click Here to learn how to mass import records to your CRM account.

If you have additional questions regarding your Benchmark CRM account, please feel free to contact our support team via Email.

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