This article explains how to remove the sample data that was added for trial or onboarding purposes. Use this when you are ready to clear test records such as candidates, contacts, companies, jobs, and tasks before going live.
⚠️ Important: Deleting sample data permanently removes the trial data shown in the removal panel. Review the breakdown carefully before you click Delete.
Remove Sample Data
Scroll to the bottom of the left-hand toolbar.
Click Remove sample data.
Review the breakdown panel on the right-hand side of the screen.
Expand each section if you want to check the sample data categories before deletion.
Click Delete to permanently remove the sample data.
📌 Note: If you cannot see the Remove sample data option, check your screen resolution and browser zoom. A zoom level of 90% to 95% is recommended.
What You Can Review Before Deleting
Before you delete the data, the panel shows a breakdown of the trial records currently in the system. This can include:
Candidates.
Contacts.
Jobs.
Companies.
Tasks and meetings.
This helps you confirm what will be removed before you proceed.
Best Practices
Review the sample data breakdown carefully before you click Delete.
Make sure your team no longer needs the trial records before you remove them.
Adjust your browser zoom to 90% to 95% if the option or panel is not fully visible.