Sample Data in CRM
Can I remove or modify the sample data provided in my new Client Account?
Yes, you can easily customize, edit, or delete any sample data at any time. This sample data is there to help you get started, but you're free to adapt it to match your childcare center's specific needs.
What if I don't have a default enrollment pipeline set for my location?
If your location doesn't have a default enrollment pipeline configured, sample Enrollment Opportunities and Pipelines won't be created. However, you'll still receive sample data for families, tasks, notes, companies, and tags to help you get familiar with the platform.
Will existing Client Accounts receive this sample data?
No, existing Client Accounts will remain unchanged. This sample data feature applies only to newly created Client Accounts, so your current CRM records won't be affected.
How do I identify sample data in my CRM?
All sample data records are clearly prefixed with "(Example)" to differentiate them from your actual family and enrollment data. This makes it easy to spot which records are just examples versus real prospective families and enrollments.
[SCREENSHOT: CRM view showing sample records with "(Example)" prefix in the name column]