Demo data, import or start clean

The three ways to start in setup step 3, what each one gives you, and how to change course afterwards.

In step 3 of setup, How do you want to start?, you choose one of three starting points. Pick one and click Continue.

Explore with demo data

Marked Recommended. Relivo fills your workspace with realistic sample contacts, deals, listings, tasks and conversations (texts, emails and notes), so you can see how Today, Pipeline and the contact timeline work before you add your own.

• Every sample record is marked as demo data, so it can be removed later without touching anything you add yourself.
• While it is there, Today shows a banner saying you are exploring with sample data, with buttons to Import contacts or Remove demo data.
• Demo data is only added during setup. If you remove it, it doesn’t come back.

Import my contacts

After the last setup step, Relivo opens the import screen so you can upload a CSV file from your current CRM or a spreadsheet and match its columns. See Import and export.

Start clean

An empty workspace. Add contacts as you go, with Quick add or by importing a file later from Contacts > Import.

Changing course later

• Chose demo data and want it gone: see Remove the demo data.
• Chose to start clean and want to import after all: click Import on Contacts or Leads at any time.

The checklist on Today follows your choice too. See Your setup checklist.