Completed

Removing Insightly Example data

Hi,

 

I have just bought Insightly after a trial. However, even after I have deleted all contacts etc from the sample data, my dashboard still shows me lots of leads and opportunities which are not mine. How do I clear it all out so that only my own data is shown on the dashboard please?

 

Many thanks,

 

DL

0

Comments

2 comments
  • Hello David,

    It sounds like the Sample Data that comes with your Insightly Account needs to be deleted.

    Deleting the sample records in Insightly is an easy process. Our article How to delete Insightly's sample data explains how you can remove all the records. 

    Hope that helps! 

    0
    Comment actions Permalink
  • It would be great if there was an option to remove all of the sample data in one step in the system settings. 

    1
    Comment actions Permalink

Please sign in to leave a comment.