Sample data is a fixed demo workspace loaded into your CRM so you can click around and see what a populated Laureo looks like. The bulk of it is 50 companies, 150 people, and 30 opportunities, with a smaller set of matching records across products, quotes, invoices and payments, stock and orders, tickets, surveys, goals and knowledge base articles, so the pages you open have something in them rather than an empty state.

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.

Setup's Your data step used to offer a third option beside connecting an inbox and importing a file. It no longer does, in either the setup conversation or the form. The step now offers the two real routes and one line under them: Nothing is brought in until you say so. You can add or import records any time from Settings.

If a teammate loaded sample data into your workspace before, the step still says so, so you know where those records came from. There is no load button there any more.

The one place that still offers it is the setup card on your dashboard, the one headed Finish setting up Laureo. While setup is still open, your workspace has no sample data, and your Your data step is not finished, a quiet row sits at the foot of that card reading Try Laureo with sample data, with a Load button beside it. Pressing it loads the fixture straight away; there is no second confirmation, because the press is the confirmation.

Once you finish or dismiss setup, that card goes, and with it the offer. The /setup review page keeps the checklist but carries no load row.

You can only load sample data once per organization. Once it is loaded, the row is gone and the records are in your live tables.

Who can load it. Anyone still going through their own first run in a workspace that has never completed setup. After that, loading needs the onboarding.org_view permission, so a teammate who joins a running workspace months later cannot write demo records into it.

While sample data is loaded, your workspace carries a standing notice about it. On a computer it lives in the notices chip in the top bar, beside search; on a phone it is a row in the More sheet. Open it and choose Clear sample data. A confirmation asks first and tells you what it does: it removes the sample records, and records you added yourself stay. The clearer:

• Deletes every row across the sample tables with is_sample = true, from activities and tasks down to companies.
• Runs in foreign-key order (children before parents) so the cascade is clean.
• Records the cleared counts in your onboarding state for the activation score.

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 notice but cannot trigger the clear.