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CRM FAQs

Yes, you can easily customize, edit, or delete any sample data at any time.

Last updated: May 26, 2026

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On this page

  • 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?
  • Will existing subaccounts receive this sample data?
  • How do I identify sample data in my CRM?

In this folder

  • How to Bulk Import Companies Using a CSV File
  • Import data from HubSpot
  • Searching an Object Record
  • Viewing Your CRM Records: List Views, Sorting, and Filters
  • CRM FAQs
  • How to Rename Standard Objects in Your CRM
  • Efficiently Using Bizura Notes for Managing Contacts, Opportunities and Company Records
  • CRM Notes Association – Link Notes Across Contacts & Opportunities
  • Tasks Across Multiple Objects
  • Association Limits
  • Associations Between Opportunities, Companies & Custom Objects

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