Demo Data
What is demo data?
Section titled “What is demo data?”Demo data populates your workspace with realistic sample records so you can explore Bobby CRM’s features without entering your own data first. It’s ideal for:
- Trying out the CRM before importing real data
- Training new team members
- Testing pipeline configurations
Generate demo data
Section titled “Generate demo data”- Go to Settings
- Scroll to the Demo Data section
- Click Generate Demo Data
- Confirm the action
What gets created
Section titled “What gets created”| Entity | Count | Examples |
|---|---|---|
| Companies | 5 | Lunar Roast Coffee, Velociraptor Ventures, Pixel & Mortar, Siren Song Acoustics, Nimbus Nine Cloud Services |
| Contacts | 13 | Luna Brewster (CEO), Rex Capitalus (Managing Partner), Maya Voxelheim (Creative Director), and more |
| Pipeline | 1 | ”Demo Sales Pipeline” with 6 stages: Lead, Qualified, Proposal, Negotiation, Won, Lost |
| Deals | 10 | Ranging from $35,000 to $500,000, spread across all pipeline stages including won and lost |
| Activities | 8 | Mix of calls, meetings, and emails |
| Notes | 6 | Context notes on various contacts and deals |
| Tags | 6 | VIP, Hot Lead, Partner, Enterprise, High Value, Renewal |
Remove demo data
Section titled “Remove demo data”- Go to Settings
- Scroll to the Demo Data section
- Click Remove Demo Data
- Confirm the action