Last Revised: 19 Dec 2019 Written by Veloxity CRM Time Estimate: About 1 minute.
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.
Login to your Veloxity CRM account.
- Click My Profile.
- Click App Setup.
- On App Setup, click CRM Setup.
- Under Configurations, click Clean Up Trial Data (see #1 in Figure 1).
- Select whether to Save / Delete Sales Division Data (see below).
- Check the box to delete trial data.
- Click Save.
Save / Delete Sales Division Data
- If you have edited the existing Sales Divisions and would like to keep these records in your system, make sure V_Sales Division appears in the box Records of These Types Will Not Be Deleted. (See #2 in Figure 1.)
- If you would like to clear the existing data in Sales Divisions, click the "x" to the right of SalesDivision.