Automatic Sample Data for New Subaccounts

When creating a new subaccount, the CRM now automatically populates it with sample data for Opportunities, Pipeline, Contacts (including an additional contact linked to an Opportunity), Tasks, Notes, Companies, and Tags. Each sample record includes the prefix “(Example)” to clearly differentiate it from actual data.

These pre-populated examples allow users to immediately understand how different CRM modules work together. New subaccounts can easily explore and grasp the functionality of Opportunities, Pipelines, and associated records, accelerating CRM adoption and reducing initial setup confusion.

If the pipeline for a location is fetched via snapshots and there’s no default pipeline set, sample Opportunities (including the pipeline itself) will not be created. However, sample Contacts, Tasks, Notes, Companies, and Tags will still be added.

Users have complete control and can customise or remove the sample data at any time.