Try it with sample leads.

Sample leads are made-up people. They let you see what a lead looks like in your panel before real ones arrive.

Steps

1. Open Setup (on a phone it has its own place in the bar along the bottom).
2. Next to Look around with sample leads, press Show samples.
3. Press Show sample leads.
4. You see a few leads. Each one is marked Sample. Each shows what the person asked for, how they got in touch, the date, and where they are in your process.

Remove the samples

1. On the Sample leads page, press Remove sample leads.
2. VOBIX asks Remove every sample lead? Press Yes, remove them.
3. They are all gone at once. Nothing of them is left.

You can show them again later.

Good to know

• Samples are never real. Nothing is sent to them. They have no phone number and no email.
• Samples are never counted. Not as leads, and not against your plan.
• Your real information is not touched when you remove them.
• Samples are on your leads board too. Press Open them on the leads board. You can open one, move it between stages, write a note on it and set a reminder. Nothing you do to a sample is counted or sent.
• Removing the samples removes what you did to them — their notes and reminders go with them.
• Changed your mind on the question? Press Keep them. Nothing is removed.