Explore Laureo with realistic demo records — 50 companies, 150 people, 30 opportunities — without touching your real data.
Sample data is a fixed set of 50 companies, 150 people, and 30 opportunities loaded into your CRM so you can click around and see what a populated Laureo looks like. No activities, tasks, or other entities — just the three core records.
Every sample record is prefixed with [Sample] in its name so it's visually obvious which records came from the fixture. The records also carry an internal is_sample = true flag so the clearer can find them cleanly even if you renamed them.
From Step 2 of the onboarding wizard, click Try with sample data. A one-shot loader inserts the fixture into your live tables (companies first, then people, then opportunities so foreign keys resolve correctly). The wizard then advances to Step 3 with the data already populated.
You can only load sample data once per organization. If a teammate already loaded it, the button is replaced with a banner showing who loaded it and when.
is_sample flag is internal-only — nothing about how the records behave changes.When you're ready to commit to real data, click Clear sample data from the persistent banner at the top of the app (or from the wizard's data step). The clearer:
opportunities, activities, tasks, people, and companies with is_sample = true.Who can clear it. The user who loaded it can clear it. Anyone with the onboarding.org_view permission (typically admins and sales managers) can also clear it, even if they're not the loader. Other teammates see the banner but cannot trigger the clear.
Sample data isn't auto-cleared. It stays until you (or an admin) explicitly clear it. If you never clear it, it just lives alongside your real records, marked with [Sample] in the name and the internal flag.