How can I get rid of the trial data?

Last Revised:    Written by Veloxity CRM    Time Estimate: About 1 minute. Version 2.0

Step-by-step-guide

Use this process to remove all trial data, including data created by the trial user, from the Veloxity CRM system.

  1. From the Main Menu, click My Profile > App Setup > CRM Setup > Clean Up Trial Data
  2. Check the box to delete trial data.
  3. Click Save. 

You are looking at a screenshot of how to clean up trial data in Veloxity CRM:

Figure 1. Clean Up Trial Data in CRM Setup.