A new company starts empty, which makes dashboards and reports hard to picture. Sample data fills CrmGro with a small, realistic example business so you can click around safely.
What gets added
- 8 leads from different sources, some with follow-ups today and some missed
- 4 customers with GSTINs and cities
- 5 products with prices and GST
- A quotation and an invoice with a part payment
- 3 tasks and 1 complaint
- Open your dashboard. New companies see a Welcome card at the top.
- Press Try with sample data. It takes a few seconds.
- Open Leads, Customers, Sales and the dashboards to see how they look with work in them.
- When you’re ready to start for real, press Remove sample data on the same card. Only the sample records are removed. Anything you added yourself stays.
Good to knowSample leads and invoices show up in reports and the morning summary until you remove them.
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