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Explore PVology CRM with demo data and remove it

Short answer: Choose Explore with demo data to add a small, clearly marked set of companies, leads, deals and activities. Remove it in one step with Remove all demo data (type remove to confirm). Removing demo data never touches your own records.

Verified for PVology 0.30.0 · updated 2026-10-11

Steps

  1. On CRM Home or in CRM → Settings, choose Explore with demo data (or Add demo data).
  2. Explore: every demo record carries a Demo data label.
  3. When you are ready, choose Remove all demo data, type remove and confirm.

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