Remove the demo data
Delete the sample contacts, deals, listings, tasks and messages from your workspace, or clear everything and start fresh.
Remove the demo data from Settings > Profile, or from the banner on Today. Only the sample records go: your account, billing, settings and anything you added yourself stay as they are.
From Settings
Open your profile
Click Settings in the sidebar, then Profile.
Find Demo data
Scroll to the Demo data card and click Remove demo data.
Confirm
Click Yes, remove it. Click Keep for now if you changed your mind. The page reloads without the sample records.
From Today
While the sample data is in your workspace, Today shows a banner about it.
- Click Remove demo data, then Confirm remove sample data. Only the sample records are deleted.
- If you have already added or imported your own contacts, the banner also offers Start fresh. Click it, then Confirm - clear everything, to delete all contacts, deals, tasks, listings and messages, yours included. Your account, billing and settings stay.
Click Cancel at the confirm step to back out.
If removal fails, Relivo shows a message. Try again in a moment: a second try picks up what the first one missed.