{"id":1649,"date":"2026-03-25T08:39:27","date_gmt":"2026-03-25T08:39:27","guid":{"rendered":"https:\/\/onesystemcrm.com\/help\/?post_type=docs&#038;p=1649"},"modified":"2026-03-25T08:39:27","modified_gmt":"2026-03-25T08:39:27","password":"","slug":"crm-faqs","status":"publish","type":"docs","link":"https:\/\/onesystemcrm.com\/help\/docs\/crm-faqs\/","title":{"rendered":"CRM FAQs"},"content":{"rendered":"<h1 id=\"Sample-Data-in-CRM\" class=\"ql-heading\" dir=\"ltr\" data-block-id=\"block-6e431cc4-02d9-4b95-88c6-0eb4417cf521\">Sample Data in CRM<\/h1>\n<h3 id=\"Can-I-remove-or-modify-the-sample-data-provided-in-my-new-subaccount?\" dir=\"ltr\" data-end=\"182\" data-start=\"31\"><strong dir=\"ltr\" data-end=\"104\" data-start=\"31\">Can I remove or modify the sample data provided in my new subaccount?<\/strong><\/h3>\n<p dir=\"ltr\" data-end=\"182\" data-start=\"31\">Yes, you can easily customize, edit, or delete any sample data at any time.<\/p>\n<h3 id=\"What-if-I-don't-have-a-default-pipeline-set-for-my-location?\" dir=\"ltr\" data-end=\"444\" data-start=\"184\"><strong dir=\"ltr\" data-end=\"248\" data-start=\"184\">What if I don&#8217;t have a default pipeline set for my location?<\/strong><\/h3>\n<p dir=\"ltr\" data-end=\"444\" data-start=\"184\">If your location doesn&#8217;t have a default pipeline, sample Opportunities and Pipelines won&#8217;t be created. However, you&#8217;ll still receive sample data for Contacts, Tasks, Notes, Companies, and Tags.<\/p>\n<h3 id=\"Will-existing-subaccounts-receive-this-sample-data?\" data-end=\"607\" data-start=\"446\"><strong dir=\"ltr\" data-end=\"501\" data-start=\"446\">Will existing subaccounts receive this sample data?<\/strong><\/h3>\n<p dir=\"ltr\" data-end=\"607\" data-start=\"446\">No, existing subaccounts will remain unchanged. This feature applies only to newly created subaccounts.<\/p>\n<h3 id=\"How-do-I-identify-sample-data-in-my-CRM?\" dir=\"ltr\" data-end=\"607\" data-start=\"446\"><strong dir=\"ltr\" data-end=\"653\" data-start=\"609\">How do I identify sample data in my CRM?<\/strong><\/h3>\n<p dir=\"ltr\" data-end=\"607\" data-start=\"446\">All sample data records are clearly prefixed with &#8220;(Example)&#8221; to differentiate them from your actual data.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>Sample Data in CRM Can I remove or modify the sample data provided in my new subaccount? Yes, you can [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"closed","template":"","meta":{"site-sidebar-layout":"default","site-content-layout":"","ast-site-content-layout":"default","site-content-style":"default","site-sidebar-style":"default","ast-global-header-display":"","ast-banner-title-visibility":"","ast-main-header-display":"","ast-hfb-above-header-display":"","ast-hfb-below-header-display":"","ast-hfb-mobile-header-display":"","site-post-title":"","ast-breadcrumbs-content":"","ast-featured-img":"","footer-sml-layout":"","ast-disable-related-posts":"","theme-transparent-header-meta":"default","adv-header-id-meta":"","stick-header-meta":"","header-above-stick-meta":"","header-main-stick-meta":"","header-below-stick-meta":"","astra-migrate-meta-layouts":"set","ast-page-background-enabled":"default","ast-page-background-meta":{"desktop":{"background-color":"var(--ast-global-color-5)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"ast-content-background-meta":{"desktop":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"tablet":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""},"mobile":{"background-color":"var(--ast-global-color-4)","background-image":"","background-repeat":"repeat","background-position":"center center","background-size":"auto","background-attachment":"scroll","background-type":"","background-media":"","overlay-type":"","overlay-color":"","overlay-opacity":"","overlay-gradient":""}},"footnotes":""},"doc_category":[84],"doc_tag":[],"class_list":["post-1649","docs","type-docs","status-publish","hentry","doc_category-managing-your-crm-views"],"year_month":"2026-09","word_count":117,"total_views":"36","reactions":{"happy":"0","normal":"0","sad":"0"},"author_info":{"name":"usamasaeed219","author_nicename":"usamasaeed219","author_url":"https:\/\/onesystemcrm.com\/help\/author\/usamasaeed219\/"},"doc_category_info":[{"term_name":"Managing your CRM Views","term_url":"https:\/\/onesystemcrm.com\/help\/docs-category\/managing-your-crm-views\/"}],"doc_tag_info":[],"knowledge_base_info":[],"knowledge_base_slug":[],"_links":{"self":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1649","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs"}],"about":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/types\/docs"}],"author":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/comments?post=1649"}],"version-history":[{"count":1,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1649\/revisions"}],"predecessor-version":[{"id":1650,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/docs\/1649\/revisions\/1650"}],"wp:attachment":[{"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/media?parent=1649"}],"wp:term":[{"taxonomy":"doc_category","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_category?post=1649"},{"taxonomy":"doc_tag","embeddable":true,"href":"https:\/\/onesystemcrm.com\/help\/wp-json\/wp\/v2\/doc_tag?post=1649"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}