Last Revised: 21 Aug 2020 Written by Veloxity CRM Time Estimate: About 1 minute. Version 2.0
Use this process to remove all trial data, including data created by the trial user, from the Veloxity CRM system.
- From the Main Menu, click My Profile > App Setup > CRM Setup > Clean Up Trial Data
- Check the box to delete trial data.
- 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.