How to install Demo data in Apptivo

Updated on February 24, 2020 01:17AM by Admin

The Installable demo is one of Apptivo’s significant features that helps you to create a sample record for the customer and Project apps. This feature is specially built for the new users who want to learn the functioning of the Apptivo. With the help of Installable Demo, You can learn how to use if for your business. The installable demo allows you to create samples for the customers and the project apps. Once you create the sample record it can be used as any other object in Apptivo, and the good thing about this is, once you learn the functionalities the data can be deleted one by one with the Delete forever option. Once you learn the functionalities, make sure to delete the samples before using the app for your real business.

  • To install demo data, Click your name in the upper right corner, you will find a drop-down with the option called Business settings. Click on it.
businesssettings




  • It will take you to the Business settings page. On your left side, you will find the Installable Demo option. Click on it.

installabledemo


  • The Installable demo page will open. Click Install demo.

installdemo



  • Once the demo data is installed successfully. You can open the Project app and Customer App to view the demo data.

installedsuccessfully



  • For Instance, here we have opened the customer app, More→ CRM→ Customer.


customers




  • You can now see a list of sample customers created automatically for the demo purpose.

samplecustomers







  • You can learn the functionalities of the customer with these sample customers and can delete once you get ready with the actual business and when you want to create real customers.
  • To delete these sample contacts when you feel that you no more needed it, you can click on the Delete icon in the right-hand side corner. Once you delete it will be moved to the Trash Open the Trash from the More settings option in App header.
delete



  • Open the Trash from the More settings option in the App header.



trash
  • You can delete the customer details forever from the trash using the option Delete Forever.
deleteforever


  • The sample customer will get deleted.