Explore with sample data
Fill your CRM with demo leads, deals, contacts and activities to explore it, then remove them all in one click.
Updated 9 October 2026 · 3 min read
A new CRM is empty, so it's hard to see what each page does. Sample data fills Salesfresh with demo records you can click through. When you're ready to start for real, you remove all of it at once.
Before you start
You need the Data Management permissions. View lets you see the page, Create lets you add sample data, and Delete lets you remove it.
What gets added
- About 6 accounts, 11 leads, 2 contacts, 11 deals and 3 quotes
- 4 products in 4 categories, with interested products on some leads
- 4 tasks, 3 meetings, 3 calls, comments and an attachment
- 3 contracts, 3 customer subscriptions, and 3 assets with work orders and a service schedule
- Lead, deal, account, contact and quote automation rules, all turned off
- A lead scoring setup, so the sample leads have scores. If your admin has already set up lead scoring, yours is kept
- 4 form submissions, an announcement site with 2 announcements, and an email signature for you
- Up to 2 sample users, if your plan has free seats
The demo records are spread across the sample users, so pages that show a team's work have something to show.
Add sample data
- Go to Settings > Sample Data and click Add Sample Data.
- Type a password for the sample users. You can use it to sign in as them.
- Click Add sample data.
You can also pick Yes, add sample data right after you choose a plan.
Adding sample data cancels all invitations that haven't been accepted yet. This frees seats for the sample users. Send those invitations again afterwards. See Invite users.
While sample data is in your CRM, a banner at the top reminds you. Click Manage sample data on it to go to the Sample Data page.
Remove sample data
- Go to Settings > Sample Data and click Delete Sample Data.
- Type
DELETEand click Delete.
All demo records and sample users are removed, and their seats are free again. You can add sample data again later.
If you create a record under a sample record, it is deleted too. For example, a contact or deal you add to a sample account is deleted along with that account. Keep your real work on your own records.
Troubleshooting
| You see | Why | What to do |
|---|---|---|
| "Sample data already exists for this company. Delete it before seeding again." | You have already added it | Remove it first |
| "Some sample records are referenced by data you created (e.g. a real record assigned to a sample user). Please reassign or remove those references, then try again." | One of your own records is linked to sample data, such as a lead owned by a sample user | Give it a new owner with Change owner, then try again |
| "Password must be at least 8 characters and contain a letter and a number." | The password is too short or too simple | Use at least 8 characters, with a letter and a number |
Related
Still stuck?
Tell us what you were trying to do and we will help.